The Retirement Group invites you to their event

Merck Employees: Navigating 72(t) for Bigger Payouts

April 24, 2024 09:00 (PDT)
About 30 minutes

About this event

A new IRS Rule is making early IRA withdrawals more attractive. A tax strategy called 72(t) will be emphasized as it allows IRA owners under a certain age to access their savings and potentially avoid a penalty. In this webinar, Wesley Boudreaux, a financial advisor with The Retirement Group, will discuss common questions Merck employees ask about 72t and what you should know. 

Disclaimer: Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. Fees are incurred when assets are under the management of advisors affiliated with The Retirement Group. Please note that individual situations can vary. By registering for the webinar you are consenting to having this webinar recorded. Therefore, the information presented here should only be relied upon when coordinated with individual professional advice. Securities and Investment Advisory Services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Investment advisory services also offered through The Retirement Group, LLC. a registered investment advisor not affiliated with Osaic Wealth. The Retirement Group is not affiliated with Merck.

The Retirement Group
5414 Oberlin Drive
San Diego, CA 92121
(800) 900-5867


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The Retirement Group

Partners in Retirement

Whether you’re approaching retirement, currently retired, or looking for direction on where to start; our retirement planning process can help you understand the most important questions that you should be asking. Examining the right questions will assist you in planning to meet your future goals.

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