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October is National Financial Planning Month — Watch CFP Board Chair Liz Miller on GMA & Download the Toolkit

In the News

How to Avoid Fees for Early IRA, 401(k) Withdrawals

By Ben Mattlin April 18, 2025 Financial Advisor

In today’s volatile economy, some clients may feel tempted to tap into retirement savings early, which is never a good idea. If they must withdraw funds, CFP Board Ambassador Lei Deng, CFP® recommends targeting Roth accounts for emergency withdrawals to minimize taxes and penalties.

Read more at Financial Advisor

Financial Advisor
Ben Mattlin
April 18, 2025