In the News
How to Avoid Fees for Early IRA, 401(k) Withdrawals
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.
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Financial AdvisorBen Mattlin
April 18, 2025