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Can You Avoid Taking Your RMD After Turning Age 70.5?

Posted by L&H CPAs on Mar 15, 2019 11:05:20 AM

The rules surrounding the Required Minimum Distribution can seem complicated. To help you make better financial decision, we have created the this flowchart to address common issues regarding Required Minimum Distributions as a result of turning...

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Tags: Planning

Should You Rollover Your Old or Dormant 401(k)?

Posted by L&H CPAs on Mar 8, 2019 6:28:56 AM

To help you make better financial decisions, we have created the “Should I Rollover My Dormant 401(k)?” flowchart. It addresses some of the most common issues that should be considered before doing a rollover:

  • Common IRA and 401(k) features and...
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Tags: Planning

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