Blog - Rodgers & Associates
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Articles by Rodgers & Associates’ Advisers

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Hardship Withdrawals – What are the Real Costs?

Rick Rodgers

Withdrawing money early from a retirement account is meant to be a last resort—and can come with conse­quences. Make sure you know these penalties and exemp­tions first.

You missed an RMD—now what?

Rick Rodgers

The rules surrounding Required Minimum Distri­b­u­tions are compli­cated and missing them can be costly. If you have made an error, follow these steps to amend it and seek a penalty waiver