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Can You Take 401(k) Funds Early? - New Rules Make it Easier, But Should You?

Your company offers a 401(k) to save for retirement. Great! But what if you need those funds sooner? Accessing 401(k) money before retirement can be a challenge. For better or worse, the IRS has issued new rules that make it easier to tap those funds for other reasons. Here's what you need to know about the changes coming to 401(k) withdrawals starting in 2020.

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Make Sure Your Contractors Aren't Employees! - New Changes for MA Employers

Many small business owners can't do their jobs alone. They often outsource help for certain tasks, which may include the use of contractors. The benefit of using contractors is that the employer does not need to offer them benefits, pay Social Security, Medicare, or state unemployment insurance. However, MA recently redefined how independent contractors are classified meaning more people will be considered employees in Massachusetts. This can have big implications for business owners who try to manage their costs.

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Equifax Data Breach Aftermath - Filing Your Claim

If you live in New Hampshire or Massachusetts, you've likely heard about the Equifax security breach that occurred in 2017. This was the attack where hackers were able to get personal information of more than 145 million Americans. Recently, Equifax has agreed to a settlement of up to $700 million dollars to compensate individuals impacted by the breach.

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Roth 401(k), Roth IRA . . . What's the Difference?

If you do any amount of research online, you'll find financial advisors everywhere touting the benefits of the Roth retirement account. However, what is often less discussed are the differences between the Roth IRA and the Roth 401(k). What exactly are the differences, and how does this impact your retirement savings? There are pros and cons to each and they're not as similar as you might think.

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