(201) 572-2177 info@eponafs.com
  • Confidence ~ Clarity ~ Sound Decisions
Epona Financial Solutions
  • Home
  • Financial Services
    • Financial Planning
    • Investment Management
    • Divorce Financial Analysis
  • About
    • Claudia E. Mott, CFP®, CDFA™
    • My Story
    • Why Epona?
  • Blog
  • Learn More
  • Contact
Select Page
What happens to your 401(k) if you get fired?

What happens to your 401(k) if you get fired?

by Claudia Mott | Apr 22, 2022 | 401(K), unemployment

This post, authored by Claudia Mott, originally appeared on NJMoneyhelp.com Q. What happens to your 401(k) if you get fired? — Concerned A. We’re sorry to hear that you lost your job, but your 401(k) should not be a problem for you. A company-sponsored 401(k)...
Does 401(k) income count against your Medicare premium?

Does 401(k) income count against your Medicare premium?

by Claudia Mott | Apr 8, 2022 | 401(K), Medicare

This post, authored by Claudia Mott, originally appeared on NJMoneyhelp.com Q. Does 401(k) income count against your Medicare premium? — Unsure A. The calculation of Medicare premiums is important to understand. Let’s start with the basics. Medicare insurance is...
Will my Social Security be lowered if I take from my 401(k)?

Will my Social Security be lowered if I take from my 401(k)?

by Claudia Mott | Dec 18, 2020 | 401(K), Social Security, Tax Planning

Q. If I start taking Social Security at age 62, is there a ceiling on what I take out of my 401(k) for the year? I know that if I work there is a ceiling of approximately $18,000 before Social Security starts taking money back, but does that apply to disbursements of...
I’m retiring. Should I move my 401(k) to an IRA?

I’m retiring. Should I move my 401(k) to an IRA?

by Claudia Mott | Sep 25, 2020 | 401(K), 401(K) Rollover, IRA, IRA Rollover, Retirement

Q. I left my retirement funds in the 401(k) of my previous employer. It’s invested very conservatively, so I haven’t lost much since 2008 but I haven’t gained much either. Is there any advantage – or any reason – to move the money to an IRA? For all...
Should I buy an annuity if I have no pension?

Should I buy an annuity if I have no pension?

by Claudia Mott | Aug 8, 2019 | 401(K), IRA, Pensions, Retirement

Q. Since many millenials are working for companies offering no pensions, would it be wise to get an annuity that could act like a pension? — Wish I had one A. There are very few pensions to find these days. You’ll still see them for public sector employees, but fewer...

Call Us

We can help you reach your financial goals:
201-572-2177

Recent Articles

  • Will my student loans be forgiven? I owe $48,000 with interest.
  • Why do student loans have such high interest rates?
  • What happens to your 401(k) if you get fired?
  • Does 401(k) income count against your Medicare premium?
  • Am I eligible for Social Security benefits from my ex who died?
  • My mom died. How can I take over her car lease?
  • How do we know if we qualify for disability or unemployment?

CONTACT US

Serving the New York Metro Area, Northern New Jersey Claudia E. Mott, CFP®, CDFA™
EPONA FINANCIAL SOLUTIONS
E:info@Eponafs.com
P: 201.572.2177

Important Links

  • Home
  • Financial Planning
  • Divorce Financial Analysis
  • Investment Management
  • About

More Links

  • Why Epona?
  • Learn More
  • Contact
  • Disclaimer

Epona Financial Solutions, LLC

Basking Ridge, NJ 07920
(201) 572-2177

  • Facebook
  • Twitter
© Copyright 2021 Epona Financial Solutions, LLC | Website Design By Terminus Agency