Consider This Program with Joe Clark, CFP, and Jamie Burton.
In this segment we will cover:
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 firstname.lastname@example.org to schedule your complimentary Next Steps meeting today.
Designing Your Distribution Plan. Article from Joe Clark, CFP Designing Your Distribution Plan – https://yourlifeafterwork.com/designing-your-distribution-plan