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Travel Builds Connections and Unlocks Rewards | Ep 525

ChooseFI

CHAPTER

Navigating Retirement Funds and the Rule of 55

This chapter explores the nuances of accessing retirement funds, particularly the rule of 55 and its relationship with solo 401(k) plans. It highlights the evolution of retirement plan regulations, the importance of understanding specific plan rules, and the challenges of maintaining valid business status to avoid IRS issues.

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