1The income phase-out range for taxpayers making contributions to a Roth IRA is $153,000 to $168,000 for singles
and heads of household, and for married couples filing jointly, the income phase-out range is $242,000 to $252,000.
2Loan balances must be paid off in five years and if you leave your job, you may be required to
pay back the full balance
within a short-time frame or pay penalties and taxes. Most important, borrowing from your 401(k) can
significantly
reduce your retirement savings.
3Roth, Loan, and multiple owner features are currently only available on ShareBuilder 401k Solo 401(k) Plus product
Sharebuilder 401k does not offer tax or legal advice. Consult with your tax or legal advisor before engaging
in specific
strategies.
For
additional offer details and terms, please click
here.
Investment advisory services are offered by ShareBuilder Advisors, LLC, an SEC-registered investment advisor. For more details on our services, read our Customer Relationship Summary and ADV-II.
Brokerage, Clearing, and Execution Services are provided by Mid-Atlantic Clearing & Settlement Corporation and NewEdge Securities, Inc., members FINRA/SIPC.
Directed recordkeeping and/or custodial services will be provided by ShareBuilder Trust LLC, Ascensus, LLC, or Ascensus Trust Company, respectively, subject to the Employer entering into contractual agreements with said providers. Neither Ascensus, LLC nor Ascensus Trust Company are affiliated with ShareBuilder Advisors LLC. ShareBuilder Trust LLC and ShareBuilder Advisors LLC are separate but affiliated entities, under common control of parent company ShareBuilder Inc.
ShareBuilder 401k is the marketing name of ShareBuilder Advisors, LLC. © 2019-2026 ShareBuilder Inc. All rights
reserved.
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