Free online workshop
How to access your retirement savings before 59½ — and keep your options open.
The topic
Many people leave full-time work earlier than they expected to. A parent needs care. A role comes to an end. The work stops being worth it. Or the numbers finally come together and the choice is truly theirs.
Whatever brings you to that transition, the question that follows is often the same: your retirement savings are sitting in accounts that aren’t meant to be touched until 59½ — so what can you actually reach before then?
More than many people assume. There are several legitimate routes into retirement savings before 59½, and which ones are open to you depends on your age, your account types, and decisions you may have already made.
We’ll follow one family through the decisions in the order they actually arrive — what’s open to them, what’s timed, and what they’re at risk of closing without meaning to.
Who this is for
This session is built for people who have built up a 401(k) or IRA and are thinking about life after full-time work — whether that’s a plan taking shape, a possibility on the horizon, or a change that has already arrived.
You don’t need any particular background. If you’ve ever wondered whether you could stop working before 59½ and what it would take, you’re in the right place.
About the presenter
Etu Financial
Eric is licensed as both an investment adviser and a tax professional. He offers integrated financial planning, wealth management, and tax preparation for families and their small businesses, fully remote.
Both sessions cover the same material.
Choose the time that works best for you.
This workshop is educational in nature and is provided free of charge. It does not constitute individualized investment, tax, or legal advice, and no advisory relationship is formed by attending. The examples presented are hypothetical and are used for illustration only; they do not represent any actual client and are not a prediction of any particular result. Tax law is subject to change.
Attendees may be invited to schedule a complimentary consultation following the workshop, during which advisory services may be offered. There is no obligation to do so.
Etu Financial is a registered investment adviser in the State of California. Registration does not imply a certain level of skill or training.