Unlocking Early Access to Retirement Funds: Understanding the 72(t) Rule
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Are you eyeing your retirement savings but feeling hindered by the age restrictions on withdrawals? If so, the 72(t) rule, also known as Substantially Equal Periodic Payments (SEPP), might just be the solution you’re looking for. This provision in the Internal Revenue Code offers a strategic pathway to tap into…
What is a TFRA?
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What is a TFRA? A TFRA stands for Tax-Free Retirement Account. In the realm of financial planning, the concept of a Tax-Free Retirement Account (TFRA) stands as a beacon of potential for many seeking to secure their financial future. But what exactly is a TFRA, and how can it pave…
How do you plan for Tax-Free Retirement?
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Retirement planning plays a pivotal role in securing one’s financial future over the long term. Regrettably, a significant number of individuals remain uninformed about the array of investment strategies at their disposal to optimize their retirement savings. Whether you’re initiating your retirement planning journey or well along the path to…
TFRA vs 529 what is the difference?
Should I use a TFRA instead of 529 plan to fund my child’s education.
We often what get asked what is the best plan to fund my child’s education. We thought we would do a comparison and let you decide.