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This video discusses the Rule of 55 and 72(t) distributions, providing insights on common mistakes related to early withdrawals from retirement accounts.

It aims to educate viewers on how to avoid these pitfalls and confidently retire early.

So watch till the end to avoid these early withdrawal mistakes that can ruin your early retirement!

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Time Stamp
00:00 Intro
02:12 Reviewing the Comments of the Week
06:00 What Is the Rule of 55
09:40 Explanation of Rule 55 With a RealLife Example
12:53 Pro Tip
13:44 What Is Tax Gain Harvesting
14:58 When to Use Rule of 55
15:26 Brokerage Account
16:37 What Rule 72(T)
17:34 Steps to Determine Social Security
20:40 Substantially Equal Periodic Payment
23:15 Summary/ Conclusion

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Ari Taublieb, CFP®, MBA, is the Vice President of Root Financial Partners (Fiduciary) and host of the Early Retirement Podcast.

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⚠ "DISCLAIMER:⚠

All content is not to be received as financial advice, and each individual should consult with their dedicated financial planner, tax preparer, estate attorney, etc., before making any financial decisions.

This video contains content I created and got permission from its creators to use. This Channel DOES NOT Promote or encourage Any illegal activities; all contents provided by This Channel are meant for EDUCATIONAL AND ENTERTAINMENT purposes only.