Jensen Financial Strategies

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The timing of your retirement benefits distribution depends on the type of plans you have and any qualifying events that may have occurred.

When can a retirement plan distribute benefits? | Internal Revenue Service When a retirement plan can distribute benefits, IRA distributions, normal retirement age, vested accrued benefit, termination of employment, required minimum distributions

Are you unsure about whether you should delay taking Social Security benefits? Read this.

When to Take Social Security This newsletter can be a starting point as you make your decision.