At age 59 1/2, you may be able to start making withdrawals from qualified retirement plans without incurring a 10% federal income-tax penalty. Keep in mind that distributions are taxed as ordinary income. If you’re thinking about taking a distribution, check with me so we can explore your options. Contact Dana Baldridge at 712-224-4651 or email him at dana@efs4u.com

401K Rollover Options
March 16, 2022