If you have an IRA or 401(k), you know that contributing money to these accounts is fairly simple.

But withdrawing your money in retirement is when things can become complicated.

That’s because your IRA and 401(k) are government administered accounts that come with a number of rules and regulations regarding withdrawals,

Which means making withdrawals without a plan could result in additional taxes, penalties and fees.

Fortunately, we can help you avoid potential penalties by creating a withdrawal strategy before you retire.


Whenever you’re ready, here are two ways to learn more about IRA/401K withdrawals in retirement…

1.) If you have a specific question about IRA/401K withdrawals, we may be able to answer it right over the phone. Give us a call at (817)431-2217

2.) Or schedule an appointment to receive a complimentary meeting to discuss your withdrawal strategy!


As always, we are here to help!