Join us on “The Healthy & Wealthy Retirement” podcast as Certified Retirement Counselor Mark Struthers takes a holistic approach to retirement. Going Beyond Finances and Embracing Holistic Well-being. Whether you’re approaching retirement age or already enjoying your golden years, our expert guests will share practical advice, inspiring stories, and actionable strategies. We cover everything from optimizing your health and wellness to managing your investments. Get ready to unlock the secrets to a vibrant and prosperous retirement! Remember, retirement isn’t just about financial planning—it’s about living your best life. Tune in to “The Healthy & Wealthy Retirement,” which will address not only the Financial but also the Social, Physical, and Emotional aspects of retirement. Everything you need for a Healthier, Wealthier, and Happier retirement.
Episodes
Saturday Dec 21, 2024
Saturday Dec 21, 2024
In this episode of Healthy and Wealthy Retirement, certified retirement counselor Mark Struthers delves into the often-overlooked topic of 72T, a strategy for accessing funds within a traditional IRA without penalties. Mark explains the intricacies and challenges associated with Substantially Equal Periodic Payments (SEPP), highlighting how this approach compares to other methods like the Rule of 55 or Roth conversions.
Mark provides insights into the three methods of calculating withdrawals, emphasizing the importance of precise financial planning and the potential risks involved. He guides listeners on how to strategically manage their IRA funds with SEPP to avoid pitfalls such as retroactive penalties and liability for back taxes. Discover how this financial tactic may fit into your broader retirement strategy for a healthier, wealthier, and happier retirement.
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www.SonaWealthAdvisors.com
Disclosure:
Investment advisory services are offered through Sona Financial LLC (DBA Sona Wealth Advisors, Sona Wealth, Sona Wealth Management), an investment adviser registered in the state of MN. Sona Financial only offers investment advisory services where it is appropriately registered or exempt from registration and only after clients have entered into an investment advisory agreement confirming the terms of engagement and have been provided a copy of the firm’s ADV Part 2A brochure and document.
This video or article is for educational purposes only and is not exhaustive. Nothing discussed during this show/episode should be viewed as investment advice. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but is intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of future events. The content is presented in good faith and has been drawn from sources believed to be reliable. The content is not intended to be legal, tax, or financial advice. Please consult a legal, tax, or financial professional for information specific to your individual situation.
This content has not been reviewed by FINRA
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