Joe Knows Retirement

5 In-Service Withdrawal Rules You Must Know (401k/TSP)


Listen Later

If you're 59½ or older and still working, there's a powerful retirement strategy most people don't fully understand: the in-service withdrawal. In this video, Joe breaks down 5 key things you must understand before moving money from your 401(k) to an IRA while still working and still getting your company match.

🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv

📚Get a FREE copy of Joe's book "I Hate Taxes": https://keap.page/bsd964/toolkit-podcast.html

🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/should-you-move-your-401k-to-an-ira-at-age-59

📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/

...more
View all episodesView all episodes
Download on the App Store

Joe Knows RetirementBy Joe Schmitz Jr., CFP® ChFC® CKA®

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

28 ratings


More shows like Joe Knows Retirement

View all
Jill on Money with Jill Schlesinger by Audacy

Jill on Money with Jill Schlesinger

1,944 Listeners

Sound Retirement Radio by Jason Parker

Sound Retirement Radio

453 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

814 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,304 Listeners

Retire Sooner with Wes Moss by Wes Moss

Retire Sooner with Wes Moss

453 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

549 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

756 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

551 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

689 Listeners

Sound Investing by Paul Merriman

Sound Investing

350 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

833 Listeners

The Rob Berger Show by Rob Berger

The Rob Berger Show

204 Listeners

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) by Ari Taublieb, CFP®, MBA

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

596 Listeners

MoneyWatch with Jill Schlesinger by CBS News

MoneyWatch with Jill Schlesinger

437 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

1,067 Listeners