72(t) Professor Articles

Do I Really Need a Financial Planner for Retirement?

February 12, 2024

As we approach retirement, the question often arises, “Do I really need a financial planner for retirement?” The answer to this question is not a simple yes or no. It …

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How Do I Choose the Right Advisor A Comprehensive Guide to Selecting Retirement Income Planners

How Do I Choose the Right Advisor? A Comprehensive Guide to Selecting Retirement Income Planners

February 5, 2024

Choosing the right financial advisor is a critical decision that can significantly impact your financial future. If you’re nearing retirement, this decision becomes even more crucial as you need to …

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At What Point Should You Hire a Wealth Manager

At What Point Should You Hire a Wealth Manager?

January 22, 2024

Wealth management is a crucial aspect of financial planning that often gets overlooked until it’s too late. It involves the strategic allocation of resources to ensure growth, security, and the …

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Can I Retire Early But Not Collect Social Security

Can I Retire Early But Not Collect Social Security?

January 15, 2024

The concept of early retirement is an appealing one for many individuals. The idea of leaving the workforce ahead of the traditional retirement age to enjoy more leisure time, pursue …

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How Do I Choose a Retirement Plan Advisor

How Do I Choose a Retirement Plan Advisor?

January 8, 2024

Planning for retirement is a significant financial decision that requires careful thought and consideration. It’s not just about saving money but also about ensuring that you have a steady income …

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When Can You Stop 72(t) Distributions Understanding the 72(t) Rule

When Can You Stop 72(t) Distributions? Understanding the 72(t) Rule

January 1, 2024

The Internal Revenue Service (IRS) has established a variety of rules and regulations regarding retirement accounts to ensure that individuals are not exploiting these accounts for purposes other than retirement. …

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