ALERT

Covid-19

For information regarding the COVID-19 virus, please click the link below.

Read More

News

Senior Asian business couple discussing financial documents

The red flags are many when borrowing from your retirement plan

The COVID-19 pandemic has resulted in many people borrowing from their companies’ qualified retirement plans, and the CARES Act provides some temporary rule changes to this type of loan. However, given the risks and costs of borrowing from a retirement plan, you should generally view it as a last resort. From an estate planning angle, […]