They say rules are meant to be broken - but in retirement planning, some rules are designed with exceptions that can actually work in your favor. In this episode, we explore where flexibility exists in the retirement system:
- IRA & Roth IRA: Special contribution and RMD exceptions that could save you money.
- 401(k)s: When you can contribute or withdraw outside the standard rules.
- Social Security: Situations where exceptions unlock additional benefits.
Whether you're a "rule follower" or a "rule breaker," understanding these exceptions can help you make smarter, legally sound decisions to strengthen your retirement plan. Listen in.
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LET'S CONNECT
Show website:
https://www.providencefinancialpodcast.com
Find us at:
https://www.providencefinancialinc.com
Get to know Anthony:
https://anthonysaccaro.com
Anthony's book:
https://morelifethanmoneybook.com
Amazon Author Page:
https://amazon/author/anthonysaccaro
YouTube:
https://www.youtube.com/c/AnthonySaccaro/featured
Radio:
https://www.providencefinancialradio.com
Yelp:
https://www.yelp.com/biz/providence-financial-and-insurance-services-inc-woodland-hills
Facebook:
https://www.facebook.com/Providence.FinancialInc/
Twitter:
https://twitter.com/AnthonySaccaro
LinkedIN:
https://www.linkedin.com/in/anthonysaccaro/
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