4.6 • 2.8K Ratings
🗓️ 11 August 2017
⏱️ 45 minutes
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0:00.0 | Today's episode is a cautionary tale. |
0:02.8 | We're going to tell you all the ways to access your retirement accounts |
0:07.1 | before you actually reach retirement. |
0:09.6 | Tune in to today's MoneyGuy Show. |
0:11.4 | It's Brian Preston, the Money Guy, |
0:14.4 | restoring order to your financial chaos, |
0:17.4 | retirement, investing, taxing. |
0:20.2 | You've got financial questions, he's got financial answers. |
0:23.8 | It's Brian Preston, the Money Guy. |
0:27.2 | So, Bo, we went to a retirement meeting. |
0:29.2 | We might even have mentioned this in the last show in Indiana. |
0:33.2 | One of the things we had to determine for this meeting |
0:36.4 | is that there was an opportunity presented to the employees |
0:38.8 | where they either need to roll assets into the 401k, |
0:43.6 | or take a distribution, pay taxes, or roll it into an IRA. |
0:49.1 | That's right. |
0:49.9 | It got us thinking about all the different ways |
0:52.1 | that you should or could access retirement assets |
0:56.0 | before you actually reach 59.5. |
0:58.0 | As soon as I hear you say that, |
0:59.6 | the hair on my arm starts to stand up, |
1:03.1 | because Brian, I feel like I've listened to you a lot over the years. |
... |
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