Site Logo
Next Steps Meeting

Are you missing critical decisions that can wreck your retirement?

7a Retirement Plans

Consider This Program with Joe Clark, CFP, and Jamie Burton.
In this segment we will cover:

7a Retirement Plans

Description: Do you know the rules inside your company plan?

Can you do an in-service non-hardship distribution? Do you have a Roth option? Do you have the age 55 rule? Do you understand in-plan conversions and how RMD’s work? It is complex, but we will guide you through the maze on Consider This Program today. Call 800-928-4001 or email us at talktofeg@yourlifeafterwork.com to schedule your complimentary Next Steps meeting today.

Designing Your Distribution Plan. Article from Joe Clark, CFP Designing Your Distribution Plan – https://ylawold.wpenginepowered.com/designing-your-distribution-plan

Article Book Img

Get Your
Life-Change Checklists

Step-by-Step Guides for Confident Decisions

Immediate Access
Icon Quote

“Give while it’s meaningful.
Give while you’re here.”

Article Book Img 02
Joseph Clark, CFP®

Managing Partner

Other Articles You Might Like

Stay Informed, Stay Confident

Whether you’re making day-to-day financial choices or preparing for major life transitions, these articles are here to help you navigate your journey with purpose.

We encourage you to share articles with family members, friends, or anyone who could benefit from tax-smart retirement strategies and clear, actionable advice.

Explore our latest financial planning articles below and take the next step toward living Your Life After Work™ with clarity and confidence.

Next Steps Meeting
Powered by  GDPR Cookie Compliance
Privacy Overview

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.