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Is 72t a Solution to a “Need” or a “Want”

Wealth building is achieved systematically by automatic deduction or transferring funds to separate savings, 72t investment accounts.

Are you looking to improve your quality of life?

Do you want to access your retirement money to improve your current lifestyle? Do you want to buy a new home? Start a new business? Are you looking for some additional cash flow? If so, a 72(t) strategy can create penalty-free income* from your IRA, 401(k), 403(b), Pension or Retirement Fund. Watch “What Is a […]

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 “What Is a 72(t)?” Video […]

Do you need to take income now?

Are You Experiencing Financial Hardship? Did you recently lose your job, quit or were “downsized” after years of service? Having trouble paying your bills? Need money for increasing expenses? If so, a 72(t) strategy can create penalty-free income* from your IRA, 401(k), 403(b), Pension or Retirement Fund. Watch the “WHAT IS 72(t)?”   Call Now […]

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