Understanding the Rule of 55 and the age 59½ rule can help you make more informed decisions about accessing your retirement savings. These IRS guidelines affect when you may withdraw money from a 401(k) or other eligible retirement account without the 10% early withdrawal penalty.
In this episode of The Financial Quarterback, Jim Lineweaver, CFP®, AIF®, explains how these rules work and what they could mean for your retirement planning.
Your Financial Quarterback Jim Lineweaver, CFP®, AIF®, joins FOX 8 to discuss 2026 Year-End Tax Planning, including 401(k) contribution limits,…
How can executive compensation affect your taxes as you approach retirement? In this Financial Quarterback segment, Jim Lineweaver, CFP®, AIF®…
Your Financial Quarterback Jim Lineweaver, CFP®, AIF®, sits down with David Moss for Fox 8’s New Day Cleveland to discuss…