In an Eggshell: How to Borrow From Your Existing 401(k) or 403(b)

Borrowing from an existing 401(k) or 403(b) plan may be the most straightforward way to gain management of at least part of your retirement savings. In this 20 minute workshop (followed by 10 minutes of discussion), we’ll share what we’ve learned after comparing many 401(k) borrowing policies. How much can you borrow? At what interest rate? When do you have to repay it? Are there any fees involved? What can you do with the money? How does it compare to other kinds of borrowing? 


The Next Egg creates resources, builds communities, and shares tools necessary so that millions of us can move our retirement savings out of Wall Street and into our local communities. These tools include self-directed IRAs, solo 401ks, and employer retirement plans. Join us
July 17, 2020 at 9:00am - 9:30am PDT
Valeriya Epshteyn ·

Will you come?

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  • marisol bielma
    rsvped 2020-07-09 16:01:56 -0700
  • Sue Bennett
    published this page in Events 2020-06-25 14:32:04 -0700

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