Summary

This episode discusses accessing retirement funds while still working. Marcus Foote, an attorney, shares his discovery of a way to access qualified funds such as 401ks and pension plans. The most common reasons for accessing these funds include diversifying investment options, investing in alternative investments, and rolling funds down to a younger spouse. Marcus explains the process of using in-marriage quadros to transfer funds legally. He also addresses limitations and considerations, such as the type of plan and state-specific laws. The episode concludes with information on how to contact Marcus and schedule a consultation.

Takeaways

• There is a way to access retirement funds while still working, such as 401ks and pension plans.
• Common reasons for accessing these funds include diversifying investment options and investing in alternative investments.
• In-marriage quadros can be used to transfer funds legally.
• Considerations include the type of plan and state-specific laws.

Chapters

00:00
Introduction

00:30
Accessing Retirement Funds While Still Working

01:24
Introducing Marcus Foote

04:27
Common Reasons for Accessing Retirement Funds

06:11
Benefits of Rolling Funds Down to a Younger Spouse

07:40
Using Quadros to Avoid Early Withdrawal Penalties

09:24
Limitations and Considerations

11:16
Process Overview

Want to Learn More?

To discuss how the ideas presented here may fit into your future, simply email [email protected] to schedule a complimentary consultation with one of our CFPs.

For more information or to schedule a time to talk to Marcus Foote, please email [email protected]