Why 59 1/2 is an Important Age
You’re nearing your 60th birthday—and while it might not feel like a “moon landing” moment, in the world of finance, it’s a giant leap.
At 59 ½, you unlock a powerful strategy: the In-Service Rollover. This allows you to move funds from your employer-sponsored 401(k) into a Traditional IRA without taxes or penalties—giving you significantly more control and investment choices than a standard 401k plan allows.
Download our guide to learn how to leverage this milestone to customize your plan and transition into retirement.
Start Reading Your Retirement Guide
In our latest guide, you’ll learn about the financial opportunities that become available to you when you turn 59 1/2.
You’re nearing your 60th birthday—and while it might not feel like a “moon landing” moment, in the world of finance, it’s a giant leap.
At 59 ½, you unlock a powerful strategy: the In-Service Rollover. This allows you to move funds from your employer-sponsored 401(k) into a Traditional IRA without taxes or penalties—giving you significantly more control and investment choices than a standard 401k plan allows.
Download our guide to learn how to leverage this milestone to customize your plan and transition into retirement.