News

Sunday October 22, 2017

How to Search for Forgotten 401(k) Money
Savvy Living
How do I find an old 401(k) that I think I contributed money to at a former employer? If you think you may have lost track of a 401(k) retirement account, you are not alone. As Americans jump from job to job, many leave portions of their company sponsored 401(k) plans behind, believing they will deal with it later but forget about it as time passes. To help you look for an old 401(k), here are some suggestions and some free resources that can help you in your search. Contact Employer The first way to locate a previous 401(k) account is to contact the prior employer's human resources department. Ask them to check their plan records to see if you ever participated in their 401(k) plan and, if so, how much the plan is worth. You will need to provide your Social Security number and your...
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IRS Security Summit Highlights Progress
Washington News
On October 17, the IRS held a Security Summit Conference in Washington. In his presentation, and in letter IR-2017-176, Commissioner John Koskinen highlighted the success of the Security Summit in reducing identity theft. Koskinen stated, "We have made tremendous progress since the Security Summit Partnership held its first session in 2015. We have seen the number of identity theft-related tax returns fall by about two-thirds since 2015. This dramatic decline helped prevent hundreds of thousands of taxpayers from facing the challenges of dealing with identity theft issues. This reflects the unique collaboration between the tax industry, the states and the IRS. But we have much more work facing us. As we evolve, so do the cybercriminals here and abroad. We must constantly be on...
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Wills - Perils of Probate
Personal Planner
"I am an heir of the decedent and here is his will." Potential Heir Business Owner passed away on April 5, 1976, with an...
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