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The key to borrowing money from a 401(k) is to conduct thorough research to avoid fines and penalties, take out a loan of up to half of the total principal and establish a monthly budget to repay the loan consistently. Borrow money against a 401(k), maintaining a repayment plan, withtips from an investment professional in this free video on personal finance. Expert: Phillip Beningoso Contact: www.wearehdtv.com Bio: Phillip Beningoso has a bachelor’s of arts degree with a major in finance and a minor in economics and computer sciences from Kent State University. Filmmaker: Christopher Rokosz
Repaying a 401(k) loan usually requires making 60 equal monthly payments over a five-year time period, often in the form of payroll deductions. Repay a 401(k) loan to keep saving money withtips from an investment professional in this free video on personal finance. Expert: Phillip Beningoso Contact: www.wearehdtv.com Bio: Phillip Beningoso has a bachelor’s of arts degree with a major in finance and a minor in economics and computer sciences from Kent State University. Filmmaker: Christopher Rokosz
Avoiding penalties with a 401(k) rollover requires getting advice from a qualified tax advisor, thoroughly researching the new location for 401(k) money and collecting the IRS paperwork necessary from that new institution. Move over 401(k) money seamlessly, checking its status at least quarterly, withtips from an investment professional in this free video on personal finance. Expert: Phillip Beningoso Contact: www.wearehdtv.com Bio: Phillip Beningoso has a bachelor’s of arts degree with a major in finance and a minor in economics and computer sciences from Kent State University. Filmmaker: Christopher Rokosz
Long since considered conservative retirement investments, many Americans are finding out (the hard way) that iras and 401ks are far from conservative. Doug Andrew, Best Selling author and host of Missed Fortune Radio unveils the mystery behind why. To find out how to safely stack up a million dollars or more tax-free, attend a FREE webinar hosted by Doug himself at: missedfortuneradio.com Or call 888.76-Radio (888.767.2346). Don’t miss out on your fortune!
The only way to transfer an account to a 529 plan is to liquidate the assets from other accounts and deposit them into the 529 account. Understand the limitations on a 529 account for contributions with help from an investment portfolio manager in this free video on investing and personal finance. Expert: Gregory Bramwell-Smith Bio: Gregory Bramwell-Smith is the relationship and portfolio manager at Bramwell-Smith Associates. Filmmaker: David Pakman
Saving money for future college expenses is possible through a 529 plan, available in every state and offering a lot of versatility in regards to choosing a college or university. Use a 529 plan, which is similar to a 401(k) plan, to save for college expenses withtips from an investment professional in this free video on personal finance. Expert: Phillip Beningoso Contact: www.wearehdtv.com Bio: Phillip Beningoso has a bachelor's of arts degree with a major in finance and a minor in economics and computer sciences from Kent State University. Filmmaker: Christopher Rokosz
Avoiding hardship withdraw penalties with a 401(k) involves making sure the hardship falls under the IRS guidelines for an emergency financial need, such as funeral expenses, college tuition or to stop the foreclosure or eviction process. Avoid being penalized with a 10 perecnt fee when withdrawing from a 401(k) withtips from an investment professional in this free video on personal finance. Expert: Phillip Beningoso Contact: www.wearehdtv.com Bio: Phillip Beningoso has a bachelor's of arts degree with a major in finance and a minor in economics and computer sciences from Kent State University. Filmmaker: Christopher Rokosz
