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Home›Posts Tagged "401(k) Loan"

Tag: 401(k) Loan

  • Cash-flow & Budgeting, Retirement, Taxes
    October 20, 2023
    by Kurt J. Rossi

    More Americans are Tapping 401(k) Plans – What to know before you take a loan

    The number of 401(k) participants taking distributions from their retirement plan is on the rise. In fact, a recent study from the Transamerica Center for ...
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About Kurt J. Rossi

Kurt brings financial clarity to his clients as the President & CEO of Independent Wealth Management - an independent financial planning firm. In addition to degrees in Finance and Accounting (MBA), Kurt is a CERTIFIED FINANCIAL PLANNERtm Practitioner (CFP®), Chartered Retirement Planning Counselorsm (CRPC®), an Accredited Investment Fiduciary (AIF®) and a finance enthusiast who stands ready to help empower you financially.

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