How To Access Retirement Funds Early & PENALTY FREE

by | Jan 28, 2023 | Qualified Retirement Plan | 7 comments

How To Access Retirement Funds Early & PENALTY FREE




I know people hate the idea of locking up funds in retirement accounts… but, did you know that there are some pretty useful penalty exceptions?

Not only that, there is also a pretty cool strategy that I cover towards the end of the video to help you plan ahead to access funds early.

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Disclaimers:

– This information is for educational purposes only and is not personalized in nature. Nothing I say is meant to be a recommendation to buy or sell any financial instrument. Do your own due diligence, and take 100% responsibility for your financial decisions or consult a financial professional to help you.
– I will NEVER ask you to send me money to trade or invest for you.
– There are no guarantees or certainties in investing.
– My videos may contain affiliate partner links to products I believe will add value to your life….(read more)


LEARN MORE ABOUT: Qualified Retirement Plans

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7 Comments

  1. Nguyening Music

    What if you would like to retire early and work part time, then you're at a lower tax bracket and therefore the ladder ira conversion method works really well I'm assuming since you're deferring tax when you're making a lot of money, but convert it when the tax is low but before 59.5

  2. Akash Desai

    I'd love to watch a video about you talking how to choose long term investments, like Peter Thiel did. Could you do a video on that?

  3. Jeremy Dinverno

    Nicki your awsome! I’ll never forget when you called out the dodge coin chart at around .07 and it ran to .21 or so. Please do a video on chart reading.

    We all appreciate your skills!!

  4. Will Mallory

    Excellent video Sister.

  5. Ace 28

    IRA is a scam. Politicians cookie jar. 10% penalty is nothing, 16% inflation, falling markets… No one loves your money like you do, no one would love to have your money more than politicians.

  6. Mark Lengal

    Nicki. Do medical bills include dental for the purpose of taking money out of a 401k?

  7. Dr GME

    Hey Beautiful

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