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
​