30

Jun 20

30

Jun 20

Hidden Secrets in Your Retirement Accounts

Everybody loves to know secrets. That’s even more true when it involves money.

如果我告诉你,环亚ag88登录退休账户里有一个隐藏的秘密?

That secret is called “in-service withdrawal.” What does that mean?

“In-service”的意思是你还在工作,而“withdrawal”显然是指你可以取钱.

是的,许多人都有资格在服役期间退出, 如果你知道如何正确使用它,它会是一个非常强大的工具.

How can you tell if you’re eligible? A large part of that depends on your age. 任何年龄超过59岁半的人都可以选择在职取款. 如果你是这样的人,你可以把钱从环亚ag88登录401(k)计划中取出来,然后放到个人退休账户中. Again, 随着401(k)计划开始改变,这对很多退休前的人来说是一个非常有用和强大的工具.

One of our clients at Hoffman Financial Group recently told us, “I’m just not happy with the new 401(k) options I’m seeing.” Absolutely a fair feeling, 我们很高兴我们的客户告诉了我们这样我们就能帮她做点什么. 因为我们的客户告诉我们,我们让她知道了退休账户的秘密.

我们帮我们的客户做了一次在职取款,她把钱转到了个人退休账户. 个人退休账户的好处是它可以提供更多的灵活性, what the owner can invest in, and where they end up putting their money.

如果没有现役军人退出的潜在好处,这一切都不会发生. 事实上,大多数人只是不知道这个退休账户的秘密. If they did, more people would take advantage of it.

But it’s not enough just knowing about the in-service withdrawal. You also have to know how to make it happen and do it properly. 一个技术娴熟的金融专业团队,如我们自己,将能够应用他们的专业知识,在服务取款,使您可以利用这个退休账户的秘密,迅速和有效.