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Why 55 might be the new 59½

What if you could access your ESOP and 401(k) at age 55 without worrying about tax penalties?

One of the things we hear most often is: “I’d like to retire but I need to keep working until I’m 59½.”  This is usually because of the fear of potential tax penalties associated with their retirement distributions or the belief that they simply can’t access the proceeds.  While their concerns are valid – and for most people it simply makes more sense for them to wait – there are others who have positioned themselves to seriously consider retiring before age 59½.


It’s never too early to begin considering ALL of your options.  If you’ve reached age 55 and are still employed with Publix, your options may be better than you think

The good news is we’re here to help guide you through the maze of options you face!