If You Are 59.5, You Must Know This Strategy episode artwork

EPISODE · Aug 9, 2024 · 16 MIN

If You Are 59.5, You Must Know This Strategy

from Joe Knows Retirement · host Joe Schmitz Jr.

If you're 59.5 or older and you have a 401k, an in-service withdrawal could be an excellent investment opportunity for you. In this episode of Joe Knows Retirement, Joe explain what an in-service withdrawal is and shares why it could make sense for you to do it, especially if you've been a diligent saver leading up to your retirement. Are you interested in applying to receive expert help in planning for your financial future? If so, you can apply at https://peakretirementplanning.com/schedule-a-meeting/  🎥 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-youtube.html 🟥 Read our latest article featured in Kiplinger:  https://www.kiplinger.com/retirement/will-you-pay-higher-taxes-in-retirement 📞 Apply to talk with us: https://peakretirementplanning.com/schedule-a-meeting/

Episode metadata supplied by the publisher feed · Published Aug 9, 2024

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