Links
There is an abundance of great sites on the World Wide Web but trying to actually find those great sites can be a frustrating experience. We have compiled a list of Websites that we have found to be helpful and informative. When you click on a link, a new window will pop up. Close the window when you are ready to return to this page.
Financial
Penalty Free IRA Withdrawal Calculator
This site is dedicated to those individuals seeking information on IRC. Section 72(t), the exception to the 10% penalty tax for withdrawals from IRA accounts taken prior to the age of 59.5.
Overview of "529" college savings plans.
If you have a retirement question, there is a good chance you can find the answer at www.retirementdictionary.com
Up to date information on mortgage, auto, and other bank loan information.
California College Scholarshare Program
You can also call (877)SAV4EDU.
Nationwide College Savings Plans
Many state governments have created innovative college savings programs designed to meet the savings needs of their citizens. These programs seek to make the savings option easier for the average family.
A Web site that helps choose a "529" college-savings plan.
Governmental
Social Security's.
Tax
Everything you want to know about Roth IRA's.
Federal & State Tax Forms, Filing Instructions & Related Links
All federal & state tax forms with instructions, filing addresses, etc.
Miscellaneous
"You have a better chance of having unclaimed property than you do of winning the lottery!" according to California State Controller Kathleen Connell. Check this site to find out if you have any unclaimed property in California, especially if you have gone through the escrow process in the past 15 years.
To find out, go to this site, click on "Unclaimed Property - Electronic Inquiry", fill in your name and city, then hit SEARCH. Good luck!