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Maximum Wealth Advisors, LLC: The Balancing Act: Retirement vs ...

Earlier this year, the Transamerica Center for Retirement Studies reported an increase in workers taking loans from their 401(k) and other work-based retirement savings. Eighteen percent of those surveyed reported they took loans from their
retirement plans in 2007 ... A financial planner with expertise in college planning can train parents to understand where those savings might be against the student's qualifications for getting into the program of their choice. ...


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