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Charles J. Lewandowski CFP®
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Charles J. Lewandowski CFP®
  • HOME
  • MEET CHUCK
  • WORK WITH ME
    • SCHEDULE AN APPOINTMENT
  • BLOG
  • CONTACT
  • CLIENT ACCESS
    • LINCOLN INVESTMENT
    • EMONEY
  • BROKER CHECK
  • LINCOLN INVESTMENT AND CAPITAL ANALYSTS FORM CRS

Posts Tagged ‘401k’

Financial Planning News You Can Use- Episode 2 -Wealth, Health, and Congressional Stealth

By Charles J. Lewandowski CFP® | November 19, 2021

Executives and business owners should be aware of changes to 401k limits, preventing financial hardship due to illness, and the benefits of donor advised funds.

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Company Stock in your 401(k)? Why You May Want to Re-Think That Rollover

By Charles J. Lewandowski CFP® | March 5, 2021

The NUA rule allows the employee to treat the distribution of company shares differently than the remainder of the 401(k) investments.

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Recent Posts

  • The One Employee Benefit That Executives Should Not Overlook – Health Savings Accounts
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  • Working On Your Taxes? Don’t Miss These 3 Tax Planning Opportunities!
  • Considering a Small Business Retirement Plan? Don’t Forget These Tax Credits!

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