Retirement Advice for Age 55
Age 55
Age 55 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 amabsout@ametrinews.com
And be sure you celebrate this year’s half-birthday!
Learn whether age 55 may create additional flexibility or planning opportunities based on your situation.
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