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If you're 59.5 or older and you have a 401k, an in-service withdrawal could be an excellent investment opportunity for you. In this episode of Joe Knows Retirement, Joe explain what an in-service withdrawal is and shares why it could make sense for you to do it, especially if you've been a diligent saver leading up to your retirement.
Are you interested in applying to receive expert help in planning for your financial future? If so, you can apply at https://peakretirementplanning.com/schedule-a-meeting/
🎥 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-youtube.html
🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/will-you-pay-higher-taxes-in-retirement
📞 Apply to talk with us: https://peakretirementplanning.com/schedule-a-meeting/
By Joe Schmitz Jr., CFP® ChFC® CKA®4.8
2828 ratings
If you're 59.5 or older and you have a 401k, an in-service withdrawal could be an excellent investment opportunity for you. In this episode of Joe Knows Retirement, Joe explain what an in-service withdrawal is and shares why it could make sense for you to do it, especially if you've been a diligent saver leading up to your retirement.
Are you interested in applying to receive expert help in planning for your financial future? If so, you can apply at https://peakretirementplanning.com/schedule-a-meeting/
🎥 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-youtube.html
🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/will-you-pay-higher-taxes-in-retirement
📞 Apply to talk with us: https://peakretirementplanning.com/schedule-a-meeting/

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