Jessica Wunder

Jessica Wunder, an advisor at McLean Asset Management, joins the discussion on crucial financial strategies for early retirement. She sheds light on the complexities of early withdrawals from retirement accounts like IRAs and 401(k)s. Key topics include the Rule of 55 for penalty-free withdrawals, unique exceptions for public safety employees, and new provisions from Secure Act 2.0. They also explore the 72T strategy for early, penalty-free access and various exceptions for medical expenses and education costs, making retirement planning more accessible.