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401(k) Retirement Planning

Can You Avoid the 10 Percent IRS Penalty on Early Retirement Plan Withdrawals?

Submitted by Bernhardt Wealth Management on June 24th, 2019

Most of us assume that the Internal Revenue Service rarely does us any favors, and that assumption is accurate, most of the time. However, the IRS does, on occasion, forego its “tithe” from funds that would otherwise be subject to either taxation or even an added penalty.

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Don’t Roll Over Appreciated Stock from Your 401(k)

Submitted by Bernhardt Wealth Management on May 21st, 2018

Financial planners, banks, and other financial institutions have done a good job, for years now, of preaching the value of achieving tax-free growth on assets invested within a tax-favored plan such as an IRA or 401(k).

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