

Suze School: What You Need To Know About The 55 or Older Rule
Jan 28, 2024
This podcast episode discusses the 55 or older rule for accessing money in retirement accounts penalty-free. It emphasizes the importance of taking advantage of high interest rates on certificates of deposits, potential changes in interest rates, and the relevance of knowing retirement planning rules. The chapter also highlights the importance of prioritizing health and finances and reminds listeners to prioritize relationships, money, and material possessions in that order.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 3min
The Potential Change in Interest Rates and the Importance of 401k for Accessibility
03:01 • 3min
The Rule of 55 for Retirement Planning
06:20 • 11min
Understanding the 55 or Older Rule for Traditional IRA Withdrawals
17:47 • 3min
Understanding Retirement Planning Rules and Prioritizing Health and Finances
20:28 • 3min