Archive - March 27, 2014

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How Does an Early Withdrawal from a Retirement Plan Affect My Taxes?
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Give your 401(k) an Upgrade with Fidelity BrokerageLink®

How Does an Early Withdrawal from a Retirement Plan Affect My Taxes?

Mar 27 2014
Browse archives for March 27, 2014
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Jim Blankenship, CFP®, EA

Jim Blankenship is the founder and principal of Blankenship Financial Planning, Ltd., a financial planning firm providing hourly, as-needed financial planning and advice. A financial services professional for over 25 years, Jim is a CFP professional and has earned the Enrolled Agent designation, a designation that qualifies him as enrolled to practice before the IRS. Jim is also a NAPFA-registered financial advisor, which designates him as a Fee-Only Financial Advisor.

An IRA Owner's Manual
A Social Security Owner's Manual

All posts from Jim Blankenship, CFP®, EA
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Oftentimes we are faced with difficult situations in life – where we need extra money to pay for a major car repair, a new roof for the house, or just day-to-day living expenses – and our emergency funds are all tapped out.  Now your options become poor: should I go to a payday loan place, put more on my credit card?  My mortgage is upside-down so there’s no home equity loan in my future, and I can’t ask my folks for a loan, I’ve asked them for too much.  Hey, what about my retirement plan?  I’ve got some money socked …

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Give your 401(k) an Upgrade with Fidelity BrokerageLink®

Mar 27 2014
Browse archives for March 27, 2014
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Michael Helveston, CFP®, CRPC®

Mike Helveston, CFP®, CRPC® is Director of Adviser Services at Rodgers & Associates. He manages the team of advisers and is responsible for maintaining the firm’s financial planning process. In addition, he provides comprehensive tax, estate and investment planning advice to guide our high-net-worth clients toward their financial goals. Mike joined Rodgers & Associates in 2007 after starting in the profession over 15 years ago with Vanguard.

Mike is a contributor to Forbes, has been quoted in the Wall Street Journal and has also appeared on television and radio discussing various financial planning issues.

Mike has served the community as a volunteer mortgage counselor with Tabor Community Services, a student financial literacy volunteer for Junior Achievement and as a mentor through Bridge of Hope. His hobbies include running, golfing with friends, listening to music and watching professional sports. He resides in Downingtown, PA with his wife and three children.

All posts from Michael Helveston, CFP®, CRPC®
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If your employer plan offers it, you’ll gain access to many more mutual funds and possibly an adviser.

If you are one of the many employees with a 401(k) or other plan held at Fidelity Investments, I suggest you read on. If your plan is held elsewhere (such as Charles Schwab), you may also have a similar self-directed option to investigate (called PCRA at Schwab).

Fidelity BrokerageLink® allows you to go beyond the traditional funds offered in your employer plan by giving you access to thousands of mutual funds. Not all plans contain this account feature, so check with your …

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