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Steven Lissner & Company | Certified Public Accountants

Whether your financial goals are personal or business oriented, we will work to secure your success.

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WE KNOW MONEY MATTERS.
GROW WITH US
WE KNOW MONEY MATTERS.
GROW WITH US
WE KNOW MONEY MATTERS.
GROW WITH US

Investment & Retirement Strategies

Your Guide to Retirement Strategies in Finance

When it comes to changing jobs, there’s a lot of important questions you need to ask yourself. One of them is what to do with the money in your 401(k) account. How you answer this question can determine whether you save, or lose, thousands of dollars in lower returns and taxes.

The first step that we recommend to our clients is to leave it alone. You have 60 days to decide what to do with your account, and waiting for any emotions to settle can be extremely valuable. Whether you decide to leave it in your account or roll it over, the worst thing that can be done in this 60 day period is a quick cashout. Why? because if you do cash out, the plan administrator will withhold 20% for federal income taxes. This is significant and can result in a large deduction.

In addition to the 20%, you may also have to pay local and state taxes. All things aside, you could be paying nearly half of what you have saved, which can have an incredibly negative effect on retirement and other long-term goals. That being said, we recommend non-emotional, decisive, and strategic steps through this process. Having a non-biased, experienced accountant can be extremely beneficial for multiple reasons.

My Alternatives?

One of the most seamless, pain-free options is to rollover your 401(k) into a new company’s retirement plan before your 60-day period ends. Many companies are well versed in this and can get you the forms you need quickly and easily.

Something to note: most employers do not immediately enlist you into their 401(k) plan. Rather, they require that you work for a set period of time before enrollment. If this is the case, we recommend keeping your funds in your previous employer’s plan and rolling it over as soon as the waiting period is complete – this way you avoid charges and loss of funds.


Request a Financial Consultation

Request an expert financial consultation by filling out the form below or contacting us at (973) 917-4080.
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Hear From Our Clients!

Steven Lissner & Company LLC
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Steve and Cathy are wonderful to work with. They take the time to make tax season as pain-free as possible. They pay attention to details and ensure your filing is done with the utmost integrity.
Laura Romeu
Laura Romeu
I’ve been with Steve and his firm for 10 yrs now, they have always been extremely knowledgeable on any tax situations that I have had.
Paul Ferrone
Paul Ferrone
Great People here! Steve really knows his stuff. Always very professional, thorough and diligent, yet comfortably hospitable and friendly! Great looking Office Aquariums too!
Joshua Topp
Joshua Topp
I have been with this company for 25 years. The Best CPA Services Ever!!! Thank You Steve and The Team! Truly appreciated everyone for your excellent services. God Bless You All.
Joe Sutthasinwong
Joe Sutthasinwong
Steve is a trustworthy professional who I've relied on for over a decade, through cross-country moves and many life changes. He's always prepared our returns promptly and thoroughly, and has responded to any question I've had--whether in tax season or not--in short order. Highly recommended.
Ravind Grewal
Ravind Grewal
Steve has been working with our family as the CPA for years now. He’s extremely knowledgeable, trustworthy and flat out good at his job. As long as Steve is in business, I won’t go to anyone else. Highly recommend.
Pat Gonabe
Pat Gonabe
Steve has proven to be extremely helpful and professional throughout the years. Members of our family with varying financial needs continue to be well served by his firm. Steve and his staff are attentive and responsive to our needs, and we remain highly satisfied and confident in their services. We highly recommend him without reservation!
Benny Castillo
Benny Castillo
Steven has been doing our taxes for over 20 years. He is excellent and we are always very satisfied with the services and the fees. I have recommended him to family and friends, who are also very satisfied. He is an excellent account, extremely knowledgeable and very kind. As his business has grown we have dealt with his staff who are also excellent and very friendly. You won't find a better accounting service anywhere. I highly recommend him.
Lisa F
Lisa F
Steven Lissner & Company is a wonderful firm. I have been using them since 2017 and I've never even met them in person! They respect that I'm a busy working mom and they do everything they can to make sure I get a return, that I get it fast and that I don't have to go out of my way to work with them. They provide extremely professional and helpful service and their staff is kind and responsive. They have a team that's large enough and specialized enough to answer all my questions and help me when I need it. My favorite part is that, after years of struggling with a bad accounting firm that had me owing the IRS for years, Lissner helped me get organized so that I get a return every year since I've been working with them. I can't say enough good things about this firm - They have had such a helpful impact on my life!
Elizabeth Geary-Archer
Elizabeth Geary-Archer
Steven and his staff have been the easiest group to work with over the past three years I have been working with them. From the first email I receive at the start of tax season, until the last, they have kept me informed as to what is needed, any issues, and when the returns have been filed. I highly recommend Steve's firm for all your accounting needs.
Andrew Fischbach
Andrew Fischbach
I think Steve is terrific: He's professional, extremely knowledgeable and well informed about all matters with which he deals, and quick to respond to any questions that I have had. My husband feels likewise. Throughout the years, I have also found Steve to be very personable, cheery, and an all around lovely person. I'm very happy to have found him and his firm.
Tamara Colloff-Bennett
Tamara Colloff-Bennett
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Amazing accountant!! I was previously using an accountant who was doing wrong by me and Steven called it out for which I am extremely grateful. I'll be using him as my personal and business accountant from here on out.

Joseph Petra
Valued Client
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Steven Lissner & Company is a rare find... They're extremely knowledgeable, friendly, and helpful!! I highly recommend Steven Lissner and his great team for anyone looking for fair and honest accounting services.

Faith Leuzarder
Valued Client
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Amazing accountant and a really experienced one! Gets things done in a timely manner and the communication is always clear and to the point. Great service either for personal or business taxes.

Bernardo marrufo
Valued Client
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Steve was referred to us from a friend a few years ago. He has been amazing! He makes the process for both our personal and business so easy, and has given great advice that has saved us A LOT of money! I highly recommend them! Everyone I've sent to him says the same!

Amy Nicklaus
Valued Client
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Extremely knowledgeable and thorough, very fun to talk to too! We will be using Steve from this point going forward!

JR Fox
Valued Client
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333 Route 46 West Suite 206
Mountain Lakes, NJ 07046

(973) 917-4080

info@slnjcpa.com

Contact Us

Client Login

333 Route 46 West Suite 206
Mountain Lakes, NJ 07046

(973) 917-4080

info@slnjcpa.com

Contact Us

Client Login

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Essential Tax Prep Paperwork (973) 917-4080
Steven Lissner & Company logo, certified public accountant in Mountain Lakes, NJ
  • Home
  • About
  • Individuals
    • Services for Individuals
    • Tax Preparation & Planning
    • QuickBooks
    • Tax Strategies for Individuals
  • Businesses
    • Services for Businesses
    • Tax Preparation & Planning
    • QuickBooks
    • Tax Strategies for Business Owners
  • Services
  • Resources
    • Resources Overview
    • Business Strategies
    • Homeowners Insurance
    • Investment Strategies
    • Life Events
    • Tax Strategies for Business Owners
    • Tax Strategies for Individuals
  • Blog
  • Contact
  • Client Portal
Essential Tax Prep Paperwork (pdf)
(973) 917-4080