Скачать или смотреть Retiring Well, May 22, 2021: 10% Penalty Exceptions

What are some exceptions to the 10% penalty rule when withdrawing money from your IRA? Other topics presented in this show are:

Waiting to Take Social Security from a Tax Standpoint,

Sequence of Returns,

1031 Exchanges,

Capital Gains.

This show is presented by Larry Flynn, Jon Torbet and Nick Greenman, Financial Advisors at Centennial Wealth Advisory. Centennial Wealth Advisory LLC is a financial advisory and wealth management firm, specializing in retirement planning and implementing a holistic approach that includes income planning, tax planning, estate planning, long-term healthcare planning and investment management.

Centennial Wealth Advisory serves all of Northern Michigan and has offices in Traverse City, Cadillac, Gaylord and Petoskey. For more information, please visit www.cen-wealth.com.

The TV program “Retiring Well” is sponsored by Centennial Wealth Advisory and airs in Northern Michigan on Local 32 (Fox), 9and10 News (CBS), UpNorthLive: TV 7&4 (NBC) and (ABC) 29&8. It is also published online and can be viewed from any location on    / retiringwell  .