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 591/2. We can help!


A 72(t) strategy can create penalty-free income* from your IRA, 401(k), 403(b), Pension or Retirement Fund

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

 

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* Subject to IRS Rules & Guidelines