60 - How to Access Your Money Before 59 1/2

23/01/2025 23 min

Listen "60 - How to Access Your Money Before 59 1/2"

Episode Synopsis

Unlock the secrets to accessing your retirement funds before 59.5! In this eye-opening episode, we dive into smart strategies that can help you tap into your savings early without breaking the bank. From the Rule of 55 to Roth IRA conversion ladders, we've got you covered. Whether you're planning for early retirement or just want more financial flexibility, this is the episode you can't afford to miss. Tune in and discover how to make your money work for you, on your timeline!
Resources

IRS Rule of 55: IRS Early Distribution Rules
Roth IRA Conversion Ladder: Investopedia - Roth Conversion Ladder
72(t) Payments: IRS FAQs on Substantially Equal Periodic Payments