May 25, 2020
In today’s show, Pancham
interviews Damion Lupo, Founder and CEO, Total Financial Control.
Damion shares some little-known details about the newly announced
CARES Act that are guaranteed to help out W-2 investors.
Especially, you will learn how
you can unlock your 401K funds (without paying penalties), take out
additional loans, get leeway on interest payments and carry back
losses to get tax refunds.
We hope you enjoy this
- Pancham welcomes Damion to the show
- Damion shares his background information
- How to unlock funds in your 401K fund courtesy the recently
announced CARES Act
- Will you have to pay taxes on your unlocked 401K funds? What
about penalties? And are there any restrictions on where you can
invest these unlocked funds?
- How the CARES Act allows you to take out an additional loan
against your 401K; do you get any leeway on interest
- Damion shares how you are now allowed to carry back your net
- What are the benefits of an eQRP?
- Do you need a financial planning team to avail these new
- How to plan your investments in the wake of COVID-19
- 17:36 - Taking the Lead Round
- The Gold Collar Investor Recommends: Damion shares his favorite
to unlock 401K funds (without paying any extra
to take out additional loans against your 401K and get leeway on
- Carrying back net operating losses from your
real estate business and getting tax refunds
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