Do you know the rules inside your company plan? Can you do an in-service non-hardship distribution? Do you have a Roth option? Do you have the age 55 rule? Do you understand in-plan conversions and how RMD’s work? It is complex but we will guide you through the maze on Consider This Program today. Call 800-928-4001 or email us at [email protected] to schedule your complimentary Next Steps meeting today.

Designing Your Distribution Plan. Article from Joe Clark, CFP Designing Your Distribution Plan - The Financial Enhancement Group (yourlifeafterwork.com)

 

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