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EDUCATION CENTER

Navigating 72(t) for Bigger Payouts

In our recent webinar, we explored how a recent IRS Rule has made early IRA withdrawals more appealing. We placed a strong focus on the tax strategy known as 72(t), which provides a means for IRA owners under a certain age to access their savings without incurring potential penalties. Wesley Boudreaux, a financial advisor from The Retirement Group, joined us in this informative webinar, where we discussed frequently asked questions surrounding 72(t) and shared valuable insights that viewers should have been aware of.