Section 72(t) of the IRS code is a simple way to tap into your 401(k) or IRA before age 59 1/2. We can help you every step of the way--from calculation to implementation!
72 (t) Planning, Made Simple.
Our team has helped many of our clients get needed access to their money--penalty-free--prior to age 59 1/2.
- We perform all calculations and guide you every step of the way.
- It's easy, but of course must be done to the letter.
- Simply call us today for a free proposal and strategy session.
Have a no-cost, no obligation conversation with an experienced adviser and fiduciary.
Steve accepts 4 to 8 new clients per month in order to serve each with optimal attention and personal service.
Free Retirement Readiness Review
Learn more about the IQ Wealth proven approach to practical planning. To arrange your free review, please contact Barb at (480)902-3333, or email: Barb@IQWealth.com
Get access to our helpful retirement kit, which includes three guides that address topics you should consider when planning your retirement.