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New Guidance Allows 401(k) Matches for Student Loans

New Guidance Allows 401(k) Matches for Student Loans

The IRS recently released long-awaited rules that provide employers with clarity on how to implement a popular new 401(k) plan feature: matching contributions for employee student loan payments. This new IRS notice comes after changes made last year under the SECURE 2.0 Act allowed companies to match 401(k) contributions and student loan payments dollar-for-dollar. Who […]
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This Is How Life Insurance Policy Loans Work

Bank owned life insurance can be such a beneficial strategy to incorporate into your diversification within and amongst asset … Life insurance policy loans are a unique feature of certain types of life insurance policies that can provide policyholders with a valuable source of cash in times of need. These loans allow policyholders to borrow […]
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