Accessing retirement funds before age 59½ can trigger penalties, but there are exceptions worth exploring. This session will outline how ConocoPhillips employees may be able to use rules such as 72(t) distributions, Roth contributions, and qualified expense exceptions to access their money without penalties.
We’ll also review the potential tax consequences of each method and how they may influence your overall retirement planning. This information can help you make more informed choices if you need to draw from your savings earlier than expected.
Topic: ConocoPhillips Employees: Learn to Access Retirement Funds Penalty-Free!
Date: 10/14/2025
Time: 12:00 pm PST
Platform: Click Meeting
Registration: link
Hosted by: Wesley Boudreaux
Topics Will Include:
For more information or to register for the webinar, please visit this link or call us at: 800-900-5867.
Wesley Boudreaux has been working with ConocoPhillips 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 security 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.
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 ConocoPhillips. 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 guaranteed. Investment decisions should always be made based on an investor's specific circumstances. Investing involves risk, including potential loss of principal.