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Unlock the secrets of maximizing your retirement savings at 59 and a half with these effective strategies. Discover how an in-service rollover can give you greater control and stability for your financial future.
– The benefits of an in-service rollover at 59 and a half
– Maintaining contributions to your 401K while leveraging an IRA
– The strategy of using fixed indexed annuities for income stability
– How market volatility can impact your retirement savings
– The significance of celebrating the 59 and a half milestone
Loren Merkle, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FINANCIAL FIDUCIARY®
https://merkleretirementplanning.com/staff-members/loren-merkle/
Clint Huntrods, CERTIFIED FINANCIAL FIDUCIARY®, PhD, Retirement Planner
https://merkleretirementplanning.com/staff-members/clint-huntrods/
Molly Nelson, Host of Retiring Today
https://merkleretirementplanning.com/staff-members/molly-nelson/
Chapter
00:00 In-Service Rollover
01:29 Hypothetical Example
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This video does not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or any other product or service by Merkle Retirement Planning LLC, Elite Retirement Planning LLC, MRP Insurance LLC, or any other third party regardless of whether such security, product or service is referenced in this episode. Furthermore, nothing in this episode is intended to provide tax, legal, or investment advice and nothing in this episode should be construed as a recommendation to buy, sell, or hold any investment or security or to engage in any investment strategy or transaction. Merkle Retirement Planning, LLC does not represent that the securities, products, or services discussed in this episode are suitable for any particular investor. You are solely responsible for determining whether any investment, investment strategy, security or related transaction is appropriate for you based on your personal investment objectives, financial circumstances and risk tolerance. You should consult your business advisor, attorney, or tax and accounting advisor regarding your specific business, legal or tax situation.