06.17.25 Ask An Advisor With Wes Moss
The Clark Howard Podcast
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Navigating Early Retirement and IRA Strategies
This chapter explores the 72(t) rule, enabling early retirees to withdraw IRA funds without penalties through substantial equal periodic payments (SEPP). It underscores the necessity of professional guidance due to the complexities involved and discusses the implications of moving funds between retirement accounts, especially as retirement approaches. Additionally, the chapter highlights investment strategies, including the benefits of Roth IRAs and diversification for young investors, while addressing a listener's concerns about their retirement savings.
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