The Retirement Clinic-6-13-26 – Considerations for Early and Delayed Retirement

from Kowal Investment Group - Now Creative Planning · host Kowal Investment Group - Now Creative Planning

Jeff Kowal discusses considerations for those thinking about retiring early and why others are delaying retirement. Then he touches the great wealth transfer and why forced Roth 401k catchup rule could benefit you. And Jeff wraps up the show with the average inheritance people receive and the legal and tax implications.

Episode metadata supplied by the publisher feed · Published Jul 2, 2026

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The Retirement Clinic-6-13-26 – Considerations for Early and Delayed Retirement

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