401k Archives - Endowment Wealth Management, Inc.

Jun 26

CARES Act May Offer Welcome Relief to Retirement Account Owners

By John Weninger, CFP® 401k, Retirement

New Video Looks at CARES Act

Signed into law in March 2020 as the COVID-19 pandemic began to gain momentum, the CARES Act includes four provisions designed to help retirement account owners weather the financial fallout.

Our latest video highlights these provisions, explaining how they may benefit retirement savers affected by the coronavirus and retirees.

Oct 04

Love1

Should I Take A Loan From My 401(k)?

By John Weninger, CFP® 401k, Retirement

EXECUTIVE SUMMARY

401k loans are a feature that some 401k’s offer and may be an option you have in your financial toolbox. But is it the right choice?

The answer: It depends.

Your 401k is designed and works best as a tax efficient way of investing for your future retirement. Using the 401k loan feature as your own personal piggy bank is ill-advised.

But in some cases, considering a 401k loan may actually make financial sense and safeguard your retirement portfolio.

Keep reading as we discuss 401k loans.

Careers

ADV Part 2 Brochure

Form CRS

Digital Privacy Policy

Disclosure, Terms & Conditions

Endowment Wealth Management^® Inc. (“EWM”) is an SEC registered investment adviser (RIA) serving clients throughout the United States. EWM and its representatives are in compliance with the current registration filing requirements imposed upon state registered investment advisers by those states in which EWM maintains clients. EWM may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.

Appleton (WI) Headquarters:

W6272 Communication Ct.,
Appleton, WI 54914 Map
Ph. (920) 785-6010
Fax (920) 227-0521

Green Bay (WI) Office:

2300 Riverside Dr.
Green Bay, WI 54301 Map
Ph. (920) 785-6010
Fax (920) 227-0521

Madison (WI) Office:

Regus Complex
2810 Crossroads Dr. Suite 4000,
Madison, WI 53718 Map
Ph. (608) 819-5899

Milwaukee (WI) Office:

Regus Complex
N19 W24400 Riverwood Dr. Suite 350,
Waukesha, WI 53188 Map
Ph. (262) 832-3827

Chicago (IL) Office:

360 Chicago Bldg. (Former John Hancock Bldg.)
875 N. Michigan Ave Suite 3100
Suite 3100 Chicago, IL 60611 Map
Ph. (312) 373-3850

Hilton Head Island (SC) Office:

5 Fallen Arrow Court
Hilton Head Island, SC 29926 Map
Ph. (920) 915-4000

401k