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Updated over 2 years ago on . Most recent reply

William Joel Idleman's profile image
William Joel Idleman's profile image
William Joel Idleman
  • Financial Advisor
  • from San Antonio Texas
  • Member since Apr 11, 2022
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User Stats

100
Posts
52
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William Joel Idleman's profile image
William Joel Idleman's profile image
William Joel Idleman
  • Financial Advisor
  • from San Antonio Texas
  • Member since Apr 11, 2022
Connect
William Joel Idleman
  • Financial Advisor
  • San Antonio Texas
52
Votes |
100
Posts
Innovative Strategies

Borrowing from Investment Retirement Accounts

William Joel Idleman
  • Financial Advisor
  • San Antonio Texas
Posted

I've talked to several people on this forum and they didn't know they can borrow from certain types of retirement accounts.  You can also use these retirement accounts to store cash at the end of they year to lower your tax liability.  If you have a retirement account and would like to know what your options are with it, send me a connection and I'll be happy to show you your options.  BE YOUR OWN BANK.

San Antonio, Texas
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