Serendipity and the QACA
A Qualified Automatic Contribution Arrangement (QACA) provides automatic enrollment, automatic escalation feature, and modified safe harbor matching contribution.
Mar 29, 2016
A Better 401k Serendipity. It doesn’t happen everyday, but when it does, it’s as sweet as the frozen hot chocolate they serve at the iconic Upper East Side eatery. Recently a...
Read moreFive Ways to Withdraw Your Retirement Savings Early – Part 1
We educate consumers on the lesser known exceptions to the 10% penalty on early distributions from retirement accounts. Includes IRAs, disability, 1099-R, and form 5329.
Mar 15, 2016
Use disability-based exemptions to withdraw from your retirement savings before age 59 1/2 without a 10% penalty. There are numerous exceptions to the 10% penalty on early distributions from retirement accounts. In...
Read moreEarly Withdrawal Penalty Exceptions – Part 1
We educate consumers on the lesser known exceptions to the 10% penalty on early distributions from retirement accounts. Includes IRAs, disability, 1099-R, and form 5329.
Mar 15, 2016
Early Withdrawal 10% Penalty Exception – Disability There are numerous exceptions to the 10% penalty on early distributions from retirement accounts. In this series, we will help educate consumers on many...
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