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In this episode, we start by analyzing the Federal Reserve's recent interest rate decisions and their impact on bond yields, the stock market, and the broader economy. We explore a potential generational buying opportunity in the bond market, driven by expected interest rate cuts and the anticipated rebound in bond prices.


In-service non-hardship withdrawals – which allow employees to roll over part of their 401(k) into an IRA for greater investment flexibility. We explain IRS rule 72T, which enables those under 59 ½ to make penalty-free withdrawals from their IRA through substantially equal periodic payments. Finally, we highlight the Net Unrealized Appreciation (NUA) strategy, offering tax benefits when withdrawing company stock from a 401(k).

In this episode, we start by analyzing the Federal Reserve's recent interest rate decisions and their impact on bond yields, the stock market, and the broader economy. We explore a potential generational buying opportunity in the bond market, driven by expected interest rate cuts and the anticipated rebound in bond prices.
 In-service non-hardship withdrawals – which allow employees to roll over part of their 401(k) into an IRA for greater investment flexibility. We explain IRS rule 72T, which enables those under 59 ½ to make penalty-free withdrawals from their IRA through substantially equal periodic payments. Finally, we highlight the Net Unrealized Appreciation (NUA) strategy, offering tax benefits when withdrawing company stock from a 401(k).

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