Exclusive Webinar for Corporate Employees:
In this informative session, we'll delve into the intricacies of the 72(t) rule, offering invaluable insights into how IRA owners below a specific age threshold can access their funds while potentially avoiding penalties. This webinar promises to be an essential learning opportunity for anyone looking to navigate the complexities of early retirement savings access. The webinar will be on: Thursday, May 2nd at 10 AM PST. We’ll cover the many changes happening over the last few months. You can sign up for the webinar by clicking below:
Topic: How Can You Access Retirement Funds Prior to Age 59 1/2?
Date: 5/2/2024
Time: 10:00 am PST
Platform: Zoom
Registration: Link
Hosted by: Patrick Ray
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 corporate 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 Patrick Ray
Patrick Ray has been working with corporate clients for many years and is very familiar with your benefits. His goal is to help corporate employees successfully transition into happy retirement. Prior to working with the Retirement Group, Patrick served in the US Navy.
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: Investment advisory services offered through The Retirement Group, LLC. a registered investment advisor.*We are not affiliated with or endorsed by your company. This message and any attachments contain information, which may be confidential and/or privileged, and is intended for use only by the intended recipient. Any review, copying, distribution or use of this transmission is strictly prohibited. If you have received this transmission in error, please (i) notify the sender immediately and (ii) destroy all copies of this message.