School of Saving and Investing
The School of Savings & Investing, presented by Meld University, conducts classes and publishes articles to help you stay abreast of the world of investing.
Situational Investing – The Concept
February 1, 2019School of Saving and Investing
Situational Investing – the concept is simple at first glance. People know they should invest according to their specific situation, but it not that simple.
IRS Provides Guidelines for Safe-Harbor Hardship Distributions from 401(k) Plans
April 13, 2017School of Saving and Investing
In its March 2, 2017 Employee Plan News publication, the IRS included their memorandum providing guidelines for examiners to determine if a section 401(k) plan hardship distribution is “deemed to be on account of an immediate and heavy financial need” under the safe-harbor standards.