Ep 20: Raiding the Retirement Cookie Jar: Loans and Withdrawls

Thinking about raiding your retirement account? Here’s what you need to know about retirement plan loans and withdrawals and how they may impact your financial future.

 

IRS Retirement Topics – Hardship distributions

IRS Retirement Plan FAQs Regarding Loans

Understanding the 1099-R

Loans and Hardship Withdrawals

Understanding Required Minimum Distributions