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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.

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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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