5 In-Service Withdrawal Rules You Must Know (401k/TSP)

from Joe Knows Retirement · host Joe Schmitz Jr.

If you're 59½ or older and still working, there's a powerful retirement strategy most people don't fully understand: the in-service withdrawal. In this video, Joe breaks down 5 key things you must understand before moving money from your 401(k) to an IRA while still working and still getting your company match. 🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv 📚Get a FREE copy of Joe's book "I Hate Taxes": https://keap.page/bsd964/toolkit-podcast.html 🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/should-you-move-your-401k-to-an-ira-at-age-59 📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/

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This episode is 14 minutes long.

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This episode was published on February 7, 2026.

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