Access To Funds For Early Retirement
Christopher Bauchle Christopher Bauchle

Access To Funds For Early Retirement

The combination of pension benefits, DROP funds, 457/401K balances, Age 50/25-Year exception rules, 72(t) SEPP strategies, and other investments accounts like brokerage accounts and HSAs create multiple levers for designing early retirement income without unnecessary tax penalties.  

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5-Year DROP Comparison
Christopher Bauchle Christopher Bauchle

5-Year DROP Comparison

The Deferred Retirement Option Plan is an optional benefit that allows you to work and earn a salary while accumulating a retirement benefit payable in a lump sum.

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