When you reach age 59 1/2, you enter what we call the “tax sweet spot”. This is when you are allowed to make withdrawals from tax-deferred accounts penalty-free… but you aren’t required to actually make those withdrawals until age 70 ½.
February 2nd is Groundhog Day, a day when we gleefully look to a large species of squirrel to provide our 6-week weather forecast. Luckily, a lot more of financial planning can be controlled than the weather.
The Harris Financial Advisors, Inc. website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services, except where applicable, in states where we are registered, or where an exemption or exclusion from such registration exists. Information throughout this site is obtained from sources that we, and our suppliers, believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. There are no warranties, expressed or implied, as to accuracy, completeness, or results obtained from any information posted on this or any linked website.