In the News: US News & World Report

 Harvey was quoted last week in US News & World Report: “When $1 Million in a 401(k) Is Really $600,000.”

Attorneys, accountants, and other influential people continuously refer tax problem cases to Harvey since they know he specializes in this type of work, like the tax burden of cashing in a 401(k) or IRA.

There are several ways to deal with various IRS penalties: a) make sure the penalty was calculated correctly; b) see if there is a hardship exception; c) consider first time penalty abatement; or d) plead your case for penalty abatement due to reasonable cause.

Harvey is an expert in handling these types of situations, and was interviewed by a US News veteran reporter in the attached article. Here it is: https://money.usnews.com/money/retirement/401ks/articles/when-1-million-in-a-401-k-is-really-600-000