They say rules are meant to be broken - but in retirement planning, some rules are designed with exceptions that can actually work in your favor. In this episode, we explore where flexibility exists in the retirement system:

- IRA & Roth IRA: Special contribution and RMD exceptions that could save you money. - 401(k)s: When you can contribute or withdraw outside the standard rules. - Social Security: Situations where exceptions unlock additional benefits.

Whether you’re a “rule follower” or a “rule breaker,” understanding these exceptions can help you make smarter, legally sound decisions to strengthen your retirement plan. Listen in.

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Retirement Rules and Their Exceptions: When Breaking the Rules Pays Off