Q&A Recaps
April 3, 2026
Management Q&A
A member prepares for the possibility of losing the full time job she has had for almost 30 years. My tax preparer had a medical emergency and I’m not sure my taxes have been properly filed. Finding a middle ground in terms of the “best” use for the money I am currently saving. We review the impact of notes that are appearing on a member’s credit report. What choices do I have to make as I start adding money to my retirement account? We review guidelines for making withdrawals from retirement accounts. Does it make sense for me to start an LLC? Seeking some clarification as I get started using Quicken tracking software. I received a notice of a past due tax payment including penalties. Do my CPAs hold some responsibility for this?

