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This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Senior Financial Planner Clay Norman, CFP®, to cover the week’s market movers, the Fed’s Beige Book, and Industrial Production. K.C. and Clay team up to explain the Rule 72(t) strategy that allows early retirees to access their retirement funds before age 59 ½ while avoiding the 10% early withdrawal penalty. They discuss the pros and cons to tapping the retirement account early as well as how an investor can control how much they withdraw. The Financial Experts round out the show answering listeners’ questions on converting to a Roth IRA before year-end and Teledoc Health, Inc.

Check out the show segments using the chapter controls in the player above.

• Market Roundup: Covering the week of October 18—October 22, 2021
• Case Study: Substantially Equal Periodic Payments, Rule 72(t)
• Q&A Time: Roth IRA Conversion and Teledoc Health, Inc.