401k / Securities Financing

401k / Securities Financing

Qualifying Factor

Not Recommended

Terms: varies


-you are no longer contributing
-no longer employed by the issuing company
-you have a minimum of 35K in the 401k
(If you meet this criteria, we may have some ways to access that cash without any penalties or tax event. All we need from you is your most recent 401k statement. Also tell us your main purpose for the funds.)



Fred had worked for his company for 20 years.  When he left to pursue his passion for starting a new business, he had a 401k.   Once reviewing all of his financing options, he found that financing based on his 401k was his least expensive option.