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It’s Your 54 ½ Birthday!

It’s Your 54 ½ Birthday!

Best wishes for your upcoming half-birthday! Even if you stopped celebrating “half” birthdays years ago, this one is important … especially when it comes to your financial plan.

You see, when you turn 55, you may be able to withdraw penalty-free from your 401(k). But you must meet TWO IMPORTANT CRITERIA in order to be eligible and to avoid tax consequences­.

Give me a call to talk about whether taking withdrawals from your 401(k) make sense for you at (800) 560-1988 Ext. 1

or contact us by e-mail

And be sure you celebrate this year’s half-birthday!

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