4 Things To Know About Plan Rollover

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Many Americans are still working long beyond what has traditionally been retirement age.

This may be a choice or a necessity. If this is your situation, you may be keeping funds in your employer plan well into your seventies and maybe even later. This can bring big benefits. You can still make contributions to your retirement account, and you may even be able take advantage of the “still-working exception” that allows required minimum distributions (RMDs) to be delayed. 

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Donald L Retallick III
FL Insurance License # P109239

Retallick Financial Group
Florida Lic. #L096591
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