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Ep #243 - I’d Like to Retire Early but I’m Concerned About the Penalties
Manage episode 430480311 series 3268443
Early retirement is a popular goal for many, but actually making it happen can be challenging. One major obstacle is the early withdrawal penalty imposed to distributions from IRAs & 401ks before 59 ½ years of age.
This week on the show we answer a listener question about how to navigate this landscape and a few possible workarounds. We also cover whether index investing has impacted the markets, and an article about how inflows to hot investment funds can falsely influence performance numbers
Resources:
GMO: Passive Investing’s Impact Has Been Overblown, But It’s Not Negligible
Hot Funds and the Curse of ‘Self-Inflated Returns’
wsj.com/finance/investing/etf-self-inflated-returns-258e875e
Strategies For Maximizing (Or Minimizing!) Rule 72(t) Early Distribution Payments Using IRS Notice 2022-6
100 jaksoa
Manage episode 430480311 series 3268443
Early retirement is a popular goal for many, but actually making it happen can be challenging. One major obstacle is the early withdrawal penalty imposed to distributions from IRAs & 401ks before 59 ½ years of age.
This week on the show we answer a listener question about how to navigate this landscape and a few possible workarounds. We also cover whether index investing has impacted the markets, and an article about how inflows to hot investment funds can falsely influence performance numbers
Resources:
GMO: Passive Investing’s Impact Has Been Overblown, But It’s Not Negligible
Hot Funds and the Curse of ‘Self-Inflated Returns’
wsj.com/finance/investing/etf-self-inflated-returns-258e875e
Strategies For Maximizing (Or Minimizing!) Rule 72(t) Early Distribution Payments Using IRS Notice 2022-6
100 jaksoa
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