Does your 401k permit In-Service Withdrawals?
By taking advantage of in-service 401(k) withdrawals, participants can use funds that are already allocated for retirement to implement an annuity strategy that guarantees income during retirement—without incurring a single penalty—while still working and contributing to the 401(k).
Anthony Sce’ III, CFP® AIF® will be happy to help you determine if taking an in-service 401k withdrawal makes sense for you as you plan for retirement.
You can contact Anthony by phone or email:
515 Johnson Avenue, Suite 201
Bohemia, NY 11716
Ph: (631) 563-8433
Fax: (631) 563-7706
Securities and Advisory Services offered through United Planners Financial Services of America, a Limited Partnership, member FINRA/SIPC.
Executive Insurance & Financial Services and United Planners are not affiliated.
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