Turning 59.5? Here’s What the IRS Isn’t Telling You About Your IRA
Hitting age 59½ is one of the biggest turning points in retirement planning, because it’s the moment you can finally access your IRA funds without the 10% early withdrawal penalty.
But before you start celebrating, there are important rules, tax traps, and strategy moves you need to know.
In this video, I break down:
• Exactly what changes at 59½ for Traditional, SEP, SIMPLE, and Roth IRAs
• The tax implications most people overlook
• How to avoid mistakes that could cost you thousands in retirement
• Strategic questions to ask before making your first withdrawal
This isn’t just about accessing your money, it’s about making smarter, more strategic choices to protect your long-term financial future.
Coming November 2025: Your Future is Now: Your Blueprint for Solving Your Retirement Puzzle