The Power of Zero: Your 59 1/2 Birthday is more important than you may realize
In this episode, Johnnie discusses why age 59½ is such a pivotal milestone in retirement planning. He explains how this “half birthday” allows many people to move retirement funds from employer-sponsored plans into more flexible financial vehicles through in-service rollovers. The conversation also explores tax planning, Roth conversions, and why retirement planning should begin with understanding future taxes—not just preparing last year’s return.
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