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Corporate Employees Can Use New 72t Rules To Their Advantage

A new IRS Rule is making early IRA withdrawals more attractive. A tax strategy called 72(t) will be emphasized as it allows IRA owners under a certain age to access their savings and potentially avoid a penalty. In this video, Wesley Boudreaux, a financial advisor with The Retirement Group, discusses tax strategies for corporate employees. You also learn how to avoid common tax mistakes in retirement.

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Tyson Mavar RICP®

SVP, Financial Advisor at Wealth Enhancement

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Kevin Won CFP®, CRPC, CCPS, CTS

Senior Corporate Client Consultant | Corporate Clients

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Neva Bradley CFP®

Senior Corporate Client Consultant | Corporate Clients

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Wesley Boudreaux

SVP, Financial Advisor at Wealth Enhancement

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Patrick Ray

SVP, Financial Advisor at Wealth Enhancement

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Kevin Landis CFP

SVP, Financial Advisor at Wealth Enhancement

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Paul Bergeron MBA

SVP, Financial Advisor at Wealth Enhancement

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Carlos Hernandez

Client Services Manager at Wealth Enhancement

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Michael Corgiat ChFC

SVP, Financial Advisor at Wealth Enhancement

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Brent Wolf CFP

SVP, Financial Advisor at Wealth Enhancement

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Krista-Knittel

Krista Knittel

Senior Client Services Associate

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Ethan McDonald

Client Services Associate

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Brendan Wolf

Client Services Associate

Mike Northfield

Associate CMO
Product Lead