11/18/2025
Once you are 59.5 years old, most employers will allow you to roll your money out of your retirement plan even if you are still working.
Why is that a good idea? By rolling out the money available you can:
Protect your money from market loss
Participate in the upswing of the market
Lock in gains
Guarantee rates of return
Provide options for lifetime income
Leave your retirement savings to your family
For information and Strategies call or email me for an appointment.