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Preserving Wealth with In-Service Withdrawals

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Family First Retirement

Welcome to "Family First Retirement," presented by Patria Wealth Group. Join us as we talk about family and financial security, exploring the connecti 
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This week, George Politarhos discusses the recent political unrest in the United States and its potential impact on retirement savings. He emphasizes the importance of voting in the upcoming election in November. The conversation then transitions to the topic of 401(k) strategies and in-service withdrawals. George explains the concept of in-service withdrawals and how they can be used to preserve wealth. The conversation also touches on the importance of customization in retirement planning and the need for clear and accurate information.

For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com

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  1. Family First Retirement

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Family First Retirement

Welcome to "Family First Retirement," presented by Patria Wealth Group. Join us as we talk about fam 
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