Happy 59½ Birthday™

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At 59and1half.com, we believe that all can benefit through the careful collaboration of accountant, attorney, and financial advisor. If you currently have a financial planning team, we at 59and1half.com suggest that you consult them for a strategy that fits your situation.

If you do not have a personal financial advisor, at the risk of being redundant, we believe that you should. The complexities of tax, estate law, insurance jargon, and investment products are too vast for anyone to profess to be an expert in all areas. We offer HAPPY 59½ BIRTHDAY® retirement resources in which, as a part of our line of 59 1/2 celebretory products and services, are to help you recognize and understand this important provision in the tax law and in your retirement planning. Alternatively, in the window above, 59andahalf.com has teamed up with WiserAdvisor.com to help you find a local financial advisor that meets your criteria. In the window above, 59andahalf.com has teamed up with WiserAdvisor.com to help you find a local financial advisor that meets your criteria.

Below are timely and relevant articles that pertain to retirement planning, and are specifically centered around AGE 59 1/2. Our hope is that you view these as a reference but not the basis for your personal financial plan.

Download our FREE pdf report here specifically for advisors titled “Happy 59 1/2 Birthday®”

"Age 59½ Rule"

IRS Publication 590, page 49

Starting out and accumulating:
Investment Terms	What If I Don’t have an Employer Plan?
Financial Planning Process	The Rule of 72
Investing for Retirement	IRA eligibility flowchart 2007
Saving for Retirement	Dollar cost averaging
Where Do I Begin?	Catch-up Contributions

Retirement:
Retirement Planning Basics	Annuities and Retirement Planning
Estimating Retirement Income Needs	Closing a Retirement Income Gap
Employer Sponsored Plans	Borrowing or Withdrawing from your 401k
401k Plans	401k Options when you Change Jobs
401k Plans part II	Your Home as a Source of Income
The Roth 401k	Taxation Affecting Retirement Plans
Understanding IRAs	Taking Money out of an IRA
IRA: How Much Can I Contribute and Deduct?	Avoiding the 10% Penalty
IRA Future Value Calculator	Withdrawing from an IRA to Pay for College
Roth IRA Future Value Calculator	Withdrawing from a 401k to Pay for College
IRA and Roth IRA Comparison	Rolling a Retirement Plan into an IRA
401k vs. Roth IRA	Converting an IRA to a Roth
ROTH 401k vs. Roth IRA	Does the Government Insure Pensions?
Annuity Basics	Inheriting an IRA or Retirement Plan

Social Security:
Understanding Social Security	Getting a Social Security Estimate
Social Security Retirement Benefits	Should I Take Benefits at 62 or wait?
How Earnings Affect Social Security	Taxation of Social Security

If you would like tools like these and hundreds of others for your practice, please visit www.forefield.com/fiftynine.

Registered Representative of and Securities offered through LaSalle St. Securities LLC (LSS), member FINRA/SIPC. Advisory Services offered through LaSalle St. Investment Advisors (LSIA), a Registered Investment Advisor. 59andahalf.com is not affiliated with LSS or LSIA. LSS and LSIA are affiliated companies.