Debt Analyzer

Debt Analyzer is a helpful tool that illustrates the moving of debt from various high interest loans (like credit cards) to a client’s qualified plan (like a 401(k) or 403(b) that has the loan option. It shows the client the…

Debt Analyzer

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Debt Analyzer is a helpful tool that illustrates the moving of debt from various high interest loans (like credit cards) to a client’s qualified plan (like a 401(k) or 403(b) that has the loan option. It shows the client the advantages of borrowing against their qualified plan. Then it gives Clear instructions to how the client should proceed.

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