August 04, 2020

Withdrawing From Your Retirement Account Before Age 59½ Without Paying A Penalty

Address: 3500 DePauw Boulevard Suite 1035 Pyramid One, Third Floor Indianapolis, IN 46268
Telephone: 317.872.5090

August 04, 2020/ Worley Erhart-Graves Financial Advisors/ Gail Gill

Withdrawing From Your Retirement Account Before Age 59½ Without Paying A Penalty

Retirement accounts are not intended to be used as an emergency fund, but with the pandemic and recession already lasting 5 months, many emergency funds have been depleted.

December 31, 2019

The 5 Most Notable Changes in the SECURE Act 2019

December 31, 2019/ Margaret Gooley

There is a lot to know about the changes the SECURE Act of 2019 brings, so we have compiled a list of the five most noteworthy items we think you should know about.