LifeStagesBanner
InvestingBanner
LGBTBanner
Questions
InvestingBasics
websites
multiGen

ASK LAURIE

SUBMIT QUESTIONS Laurie will answer them on the air during the next broadcast. If you would like to ask your question on air, call during the show Wednesdays from 6-7 p.m. at 610-758-8810.

LAURIE’S BLOG

Losing or changing jobs? Make sure you understand options that are available to you at this unusual time before you make irrevocable decisions. Listen to the July 9th show for a checklist of important items to consider. Did you know that special rules apply if you have employer stock in your retirement plan? It’s called Net Unrealized Appreciation and opens plenty of planning opportunities at this difficult time. Also, special rules apply if you terminate from service at age 55 and have not reached age 59 ½ yet. In case you need to take a distribution from your 401k plan, this is one time you may avoid the early withdrawal penalty. These are important rules that may have a big tax impact to you. Seek help in your planning.

Have you already budgeted for your summer vacation?  It’s not too late to plan for a reasonably priced getaway. Fun and Affordable Family Vacation Ideas for Summer (USNews.com)

More Blog Posts