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retirement

72(t) & Rule of 55: Options for Early Retirees

A new kind of retiree is emerging—the Everyday Millionaire, Generation 2.0. Raised on God’s wisdom and disciplined financial habits, they avoided debt, saved faithfully, and invested 15% of their income. Many will have more than enough to retire early. But retiring before age 59½ raises questions. The good news? IRS rules like 72(t) distributions and the Rule of 55 allow early access to retirement savings—without penalties—when used wisely and intentionally.

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72(t) & Rule of 55: Options for Early Retirees

Employer Annual Benefits Enrollment – What You Need to Consider - 2024

For most companies, the 4th quarter of the year is an essential time for registering for benefits. According to the Bureau of Labor...

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Employer Annual Benefits Enrollment – What You Need to Consider - 2024

Old 401k rollovers - What to do with them

One of the most used tools on our tool belt when helping clients is a 401(k) Rollover. This is a way to move an account without incurring...

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Old 401k rollovers - What to do with them

Investment strategies: Most common investment vehicles

What do you drive? I wish I could answer this question by saying I have that beautiful 67’ Shelby GT500 Mustang in my garage....

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Investment strategies: Most common investment vehicles
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