72(t) Articles

Do You Want to Take Income Now?


Congratulations! You’ve accumulated a nice retirement “nest egg” and want to start enjoying your hard-earned savings and the IRS is going to penalize you because you’re under age 59½. We can help!


A 72(t) strategy can create penalty-free income* from your IRA, 401(k), 403(b), pension, or other retirement money.

Watch the video below to learn about 72(t) penalty-free income.

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* Subject to IRS Rules & Guidelines

A quick phone call will help you determine if this is right for you

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