Exclusive Webinar for Merck Employees:
We'll be having a webinar for Merck employees on 72(t) tax planning! We’ll cover how 72(t) allows IRA owners under a certain age to access their savings and potentially avoid a penalty. The webinar will be on: Wednesday, April 24th at 9 AM PST. We’ll cover the many changes happening at Merck over the last few months. You can sign up for the webinar by clicking below:
Topic: Merck Employees: Navigating 72(t) for Bigger Payouts
Date: 4/24/2024
Time: 9:00 am PST
Platform: Live Storm
Registration: Link
Hosted by: Wesley Boudreaux
Topics Will Include:
- Leveraging 72(t) Provisions: Early Withdrawals for Retirement Income.
- Exploring 72(t) Withdrawals: Supplementing Retirement Income.
- Navigating 72(t) Tax Planning: Optimizing Retirement Income and Taxes.
- How to withdraw money from your 401(k) or IRA before age 59 ½.
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Spaces are limited, and we anticipate a high turnout given the importance of the topic. We encourage Merck employees to secure 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 Merck 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.
Disclaimer
Disclaimer: The Retirement Group is not affiliated with nor endorsed by Merck. We are an independent financial advisory group that focuses on transition planning and lump sum distribution. Neither The Retirement Group or Osaic Wealth, Inc provide tax or legal advice. Please call our office at 800-900-5867 if you have additional questions or need help in the retirement planning process.
The Retirement Group is a Registered Investment Advisor not affiliated with Osaic Wealth, Inc and may be reached at www.theretirementgroup.com.