Caterpillar Employees: Access Your Retirement Funds Penalty-Free!

Exclusive Webinar for Caterpillar Employees:

Caterpillar employees may have circumstances where retirement plan funds can be accessed without the standard early withdrawal penalty. This webinar explains how plan rules and IRS guidelines may apply in situations such as separation from service, age-based provisions, or specific distribution options. We’ll outline common scenarios employees encounter when evaluating short-term income needs.

The session will also discuss how withdrawals may affect taxes, future savings, and long-term retirement planning. Attendees will gain clarity around what to review before requesting funds and how to carefully consider trade-offs when timing and flexibility matter.

Topic: Caterpillar Employees: Access Your Retirement Funds Penalty-Free!
Date: 3/3/2026
Time: 10:00 am PST
Platform: Click Meeting
Registration: link
Hosted by: Michael Corgiat

Topics Will Include:

1. Leveraging 72(t) Provisions: Early Withdrawals for Retirement Income.
2. Exploring 72(t) Withdrawals: Supplementing Retirement Income.
3. Navigating 72(t) Tax Planning: Improving Retirement Income and Taxes.
4. How to withdraw money from your 401(k) or IRA before age 59 ½.

• Spaces are limited, and we anticipate a high turnout given the importance of the topic. We encourage Caterpillar 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 Michael Corgiat

Michael Corgiat prides himself on helping Caterpillar employees make their transition into retirement. He has been working with Caterpillar clients for over 25 years. In his free time, he enjoys visiting national parks and spending time with his grandsons.

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 Caterpillar. 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.