Retiring Early? Use the Rule of 55 To Unlock Retirement Freedom

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Retirement Answers

Jacob Duke, CFP®

138 episodes

1 day ago

Retirement Answers is a podcast built to help you succeed in retirement. The thought of retirement can be overwhelming and downright scary for many... but it doesn't have to be! The goal of this podcast is to provide thoughtful insights and strategies to give you the confidence you need to retire successfully. At the end of the day, my ultimate goal for my clients and podcast listeners is to live a fulfilling retirement. Follow along as I publish a new episode each week covering everything from retirement income planning, tax planning, Social Security, insurance planning, investing, and much more. Here's to learning everything you need to know to live out your dream retirement!

All content for Retirement Answers is the property of Jacob Duke, CFP® and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

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Retiring Early? Use the Rule of 55 To Unlock Retirement Freedom

Retirement Answers

11 minutes

2 months ago

Retiring Early? Use the Rule of 55 To Unlock Retirement Freedom

Trying to retire before 60? Creating income for yourself can be tough and can cause penalties if you aren't careful... That's where the Rule of 55 can be helpful and allow you to take money from your employer retirement plan without early distribution penalties, if you satisfy all of the rules.

In this episode, I share what the Rule of 55 is, why it matters, the rules you need to know, and some alternatives.

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Email: jacob@rivertreewealth.com
Website: https://www.rivertreewealth.com
LinkedIn: https://www.linkedin.com/in/jacobduke

Jacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.

DISCLAIMER: This should not be taken as tax, legal, or investment advice. All content is for educational purposes only.