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Can I pledge my retirement accounts toward my Measured Line?

Updated over 3 weeks ago

No, the following account types are not eligible to be pledged:

  • Retirement accounts: These are accounts specifically designated for retirement savings, such as 401(k)s or IRAs.

  • Tax-exempt accounts: These are accounts that have tax-exempt status, and they may include accounts like 529 plans, Health Savings Accounts (HSAs), or other tax-advantaged accounts.

  • Accounts for the benefit of minors: Accounts established for the financial benefit of minors, which are typically managed by adults on behalf of the minor.

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