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logo
  • Financial Wellness Training
  • Financial Planning
  • Life Insurance
  • Resources
  • Meet the Team
Menu
  • Financial Wellness Training
  • Financial Planning
  • Life Insurance
  • Resources
  • Meet the Team
(214) 761-5944

Day: October 18, 2024

Navigating the Public Safety Worker 10% Penalty Exception – Know the facts or it could cost you!!

The Trade Priorities & Accountabilities Act of 2015 (1), along with the Secure ACT 2.0 enacted new rules for qualified first responders for taking distributions from a “qualified” retirement plans, which can allow you to avoid the IRS 10% early withdrawal penalty, but there is a ton of misinformation out there about what you can […]

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