Posts Tagged ‘Refinancing’


When to Borrow Against Your 401(k) Plan

While you don’t necessarily want to borrow against your 401(k) plan, there might be some situations when you would consider it.

401(k) Plan Loans

The Internal Revenue Service (“IRS”) allows employers to allow employees to borrow against their 401(k) plan. For an employee to borrow against his 401(k) plan this loan provision must in the plan document. The maximum that can be borrowed is one-half the account value, not to exceed $50,000.  The employee must … Continue reading »


The Difference Between Preparing a Tax Return and Filing a Tax Return

Recently, a client was in the process of refinancing their existing mortgage with their current mortgage company.  He was supposed to close two months ago.  The mortgage company continues to ask for more information from our client.


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