Exclusive Webinar for Corporate Employees:
Corporate employees who retire or face layoffs at age 55 or later have access to their 401(k) funds without the standard 10% early withdrawal penalty through the Rule of 55, but many workers remain unaware of this valuable provision that could provide crucial financial flexibility. This session explains how the Rule of 55 works, examines eligibility requirements and potential pitfalls, and compares this strategy to other early access methods like 72(t) distributions. You'll learn implementation procedures, understand tax implications, discover coordination strategies with other retirement accounts, and explore how to use this rule effectively during career transitions or unexpected employment changes.
Topic: Can You Access Your 401(k) Now Without the 10% Hit? Avoid Common Errors!
Date: 7/21/26
Time: 12:00 pm PST
Platform: Click Meeting
Registration: link
Hosted by: Wesley Boudreaux
Topics Will Include:
- What do the recently updated Corporate interest rates mean for you?
- How interest rates potentially affect your Corporate pension lump sum payout.
- How can changing interest rates potentially affect my retirement planning?
- Spaces are limited, and we anticipate a high turnout given the importance of the topic. We encourage corporate employees to reserve their spot at the earliest to benefit from this exclusive opportunity.
For more information or to register for the webinar, please visit this link or call us at: 800-900-5867.
A little bit more about Wesley Boudreaux
Wesley Boudreaux has been working with corporate clients for more than 20 years allowing him to become very familiar with retirement benefits plans. This allows him to provide you with a full understanding of your benefits as you transition into retirement.
About The Retirement Group
The Retirement Group was founded with the goal of assisting our clients in every aspect of their financial lives. We aim to provide the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients, we strive to help create financial stability and stability to provide financial independence.
Our staff consists of experienced professionals with a "hands-on" approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that our staff truly cares about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to pursuing their dreams.
Disclaimer
Advisory services through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®.
Wealth Enhancement Group is not affiliated with or endorsed by your company. This information is not intended as a recommendation or to provide individualized tax or legal advice. Discuss your specific situation with a qualified tax or legal professional. The opinions are subject to change at any time, and no forecasts can be assured. Investment decisions should always be made based on an investor's specific circumstances. Investing involves risk, including potential loss of principal.