Healthcare employees may have situations where retirement plan funds can be accessed without the standard early withdrawal penalty. This session explains how age-based rules, separation from service, and certain plan provisions may allow distributions under specific circumstances. We’ll walk through how these rules typically apply and what eligibility requirements participants should understand.

We’ll also discuss how taking funds early can affect taxes, long-term savings, and future retirement income. Attendees will gain clarity on the trade-offs involved and what to consider before making a distribution decision.

Advisory services through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®. Wealth Enhancement Group is not affiliated with or endorsed by Healthcare. This information is not intended as a recommendation or to provide individualized tax or legal advice. Discuss your specific situation with a qualified tax or legal professional. The opinions are subject to change at any time, and no forecasts can be guaranteed. Investment decisions should always be made based on an investor's specific circumstances. Investing involves risk, including potential loss of principal.