Accessing Retirement Money Early
Our experts discuss a case study on how investors can take advantage of the five-year rule on Roth conversions to access retirement funds before age 59 ½ and avoid an early withdrawal penalty.
Our experts discuss a case study on how investors can take advantage of the five-year rule on Roth conversions to access retirement funds before age 59 ½ and avoid an early withdrawal penalty.
Our experts focus on a case study of a couple considering paying off their mortgage before they retire.
Our experts follow a case study of a couple deciding when to begin taking Social Security benefits.
Our experts focus on the decision of converting assets in an IRA to a Roth IRA for a couple in their 60s.
Our experts discuss a case study of a professional who is interested in investing in residential property as a business during retirement.
Generally, you never want to take a cash distribution from your 401(k), unless you have highly appreciated company stock.
The “Money Talks” hosts discuss withdrawing funds from an IRA before age 59 ½, and tax credits for parents of college students.
If an ex-spouse claims Social Security benefits based on your work record, how will it affect your benefits? The “Money Talks” hosts explain.
Dr. Gene Henssler discusses what you should be reviewing with your financial adviser during three critical decades.
We address concerns raised by a recent PBS special on the hidden fees in 401(k) plans.