LASSUS AS "BIZ BRAIN" IN THE STAR LEDGER (401K-LEAVING THE COMPANY)
Diahann W. Lassus, CPA, CFP™ practitioner, and President of Lassus Wherley & Associates, P.C. was quoted in the “TAX The BIZ BRAIN” column in the April edition of the Star Ledger. Ms. Lassus discussed the options an individual has in the handling of the 401(k) when they leave a company including taking a distribution and the tax consequences and doing a direct rollover to an IRA.
Lassus Wherley & Associates is a wealth management firm with offices in New Providence, New Jersey and Naples, Florida, providing fee-only comprehensive financial services, including financial planning, investment management, tax, trust and family office services. The Lassus Wherley web site is www.lassuswherley.com.