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About The E-Book

There are so many rules when it comes to IRAs & 401(k)'s, but I break down the most important information so that you can make an informed decision.

Taking the money out can be a costly decision. The larger your 401(k)/IRA the bigger the consequences for your future and the bigger your tax bill.

Here's the table of contents to give you an idea about the 25 page book.

  • Factor 1: Do you have a Roth or Traditional 401(k)?

  • Factor 2: Look At Your 401(k) Statement

  • Factor 3: The Exceptions (or lack thereof)

  • Factor 4: Add Up The Costs

  • Factor 5: Consider Alternatives

  • Factor 6: A HELOC or 2nd Mortgage

  • Factor 7: Personal Loan

  • Factor 8: 0% Interest Credit Cards

  • Factor 9: Investment Alternatives

  • Factor 10: 401(k) Loans

  • IRA Differences

  • Factoring Everything Together

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