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The Investment Playbook Show

Feb 3, 2022

Do you know the rules inside your company plan? Can you do an in-service non-hardship distribution? Do you have a Roth option? Do you have the age 55 rule? Do you understand in-plan conversions and how RMD’s work? It is complex but we will guide you through the maze on Consider This Program today. Call 800-928-4001 or email us at to schedule your complimentary Next Steps meeting today.

Designing Your Distribution Plan. Article from Joe Clark, CFP Designing Your Distribution Plan - The Financial Enhancement Group (


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