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 …
Continue Reading
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 …
Continue Reading
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 …
Continue Reading
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 …
Continue Reading
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 …
Continue Reading
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. …
Continue Reading
We Are Specialists. We Can Help.
Would you like a personalized estimate of the amount of penalty-free income your 401(k), TSP, 403(b), 457 plan or IRA can generate using the IRS Rule 72(t)?
Simply provide us some basic information by clicking the button below and one of our 72(t) Specialists will contact you to provide a personalized estimate for your review.
Complimentary. No Risk. No Obligations.