Age 59 1/2 In-Service Withdrawals

01/10/2021 16 min Temporada 1 Episodio 19
Age 59 1/2 In-Service Withdrawals

Listen "Age 59 1/2 In-Service Withdrawals"

Episode Synopsis

In this episode you'll learn about a retirement strategy that many miss out on - Taking an In-Service Withdrawal when your older than 59 1/2. It's a strategy that many wish they had taken advantage of immediately after they were eligible. Greg Shepard will share with you 5 reasons you should consider this strategy. Jump on Greg's calendar to see about improving your TIAA situation. More episodes found at https://safinancialservices.com/podcastS&A Financial Services, Inc. is a registered investmentadvisor. Content presented is for informational purposes only and should not beconsidered as investment advice or as an offer or solicitation for the sale orpurchase of any specific securities, investments, or investment strategies.Always consult with your tax advisor or attorney regarding your specificsituation.