If you want to retire before age 59.5, retirement accounts like IRAs, 401(k)'s, 403(b)s generally have penalties attached to early distributions.

With the concept of early retirement is becoming increasingly popular, it begs the question: How do I access my retirement savings without paying penalties?

In this video, Jake shares 5 ways you can avoid the 10% penalty and keep more of your hardearned cash in your pocket.


1:04 Taxable Brokerage Account
2:37 SEPP
3:04 SEPP Calculation Methods
5:29 Roth Conversion Ladder
7:04 Roth Withdrawals
7:55 Roth Hierarchy
9:08 Rule of 55
10:54 Paying the penalty

Info on how SEPP can be calculated: https://www.irs.gov/retirementplans/...

*This content is educational and not tax, legal, or investment advice*

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