How the magic age of 59.5 interfaces with annuities

from Texas Sized Retirement … Simplified · host David Hodson and Glen Hancock

With David Hodson away, Glen Hancock of Advanced Financial Strategies talks about age 59.5 and what the tax penalties are for withdrawing from certain annuities before then. Glen also explains a special rule that allows for penalty-free withdrawals and a Ben Franklin quote about financial returns. And Glen praises the University of Texas women’s softball team and Texas barbeque.   Call 800-876-3817, email [email protected] , or go to AFSretirement.com to schedule a complimentary call with David and Glen of Advanced Financial Strategies. They help make retirement income planning become simplified and chart out the best strategies tailored to each person.  See omnystudio.com/listener for privacy information.

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This episode was published on July 8, 2025.

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