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Fort Lauderdale Florida online Form 5500-EZ: What You Should Know

Posted by Chris at 7:06 AM Anonymous said... We've also looked at the 4-year-old CRBF. It is now 10 years old, and I think we've come up with a system that does what it's going to do for us. We have 3 different employees (each with a different skill level) who are all earning, investing, and spending different amounts of money. We would take our 401(k) plan into the ER. They have all their accounts under one CRBF account under a separate name. All the are rolled up into each employee's 401(k). Each time they earn a paycheck, or save some money to invest, they withdraw from their CRBF, which is now in the 401(k.) We would create a 401(k) and add the savings from our 3 CRBF accounts. Once a month (or bi-weekly or every couple months), they'd deposit that money into a separate account (from whatever they earned or saved.) These accounts would also be rolled up into their 401(k.) This way, when we are working, there are no surprises, and we have one big retirement account to manage. We have yet to get our first year's paycheck into our 401(k), but we have all three CRBF accounts, plus a separate account in our savings which has yet to be opened. I also have the ability to open an IRA, but there are just more accounts being opened/moved into our CRBF. 3 years is a long time in the grand scheme of things. If any of you have a different IRA you have not opened yet, let us know. Our current plan is to hold our IRA in its current name (which we already paid to open) without having a plan for it. If anything comes up, I will be happy to change that. For now, I'm trying to get the money rolling over into our 401(k). This way, if I need to roll it over to another IRA within the next few years, then we have the money (without having to change the name.) If you need help with IR/401(k) and/or other personal financial issues that are out of your control, please feel free to call me at.

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