Us!
Welcome to the
Penalty-Free Zone
Turning 59½ is more than just a milestone—it’s a major financial turning point.
Happening Thursday, Jan. 8th at 6:00pm
at our Retirement Planners of Texas office
12600 N. Featherwood Drive, Suite 120
Houston, TX 77034
Catered by: Maggiano’s Little Italy
At this age, the IRS allows you to access certain retirement accounts without the 10% early withdrawal penalty. But knowing you can withdraw money and knowing when, why, and how to do it wisely are two very different things.
That’s why we’re hosting an exclusive, in-person workshop to explain:
- What the “penalty-free zone” really means
- Common mistakes that can trigger unnecessary taxes
- Which retirement accounts are affected (IRAs, 401(k)s, and more)
- How this milestone fits into your broader retirement income plan
- Smart strategies for withdrawals that align with your retirement goals
All while enjoying a complimentary catered dinner from Maggiano’s.
Happening Thursday, Jan. 8th at 6:00pm
at our Retirement Planners of Texas office
Catered by:
Space is Limited. Reserve your seat today and make sure this milestone works for you—not against you.
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IMPORTANT CONSUMER INFORMATION
By using this website, you accept our Terms of Use and Privacy Policy. GWM’s investment advisory services are available only to residents of the United States in jurisdictions where GWM is registered. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Any historical returns, expected returns, or probability projections are hypothetical in nature and may not reflect actual future performance. Account holdings are for illustrative purposes only and are not investment recommendations. The content on this website does not constitute a complete description of GWM’s investment advisory services. Before investing, consider your investment objectives and Gibbs’ fees. Gibbs is not a bank or depository institution licensed in any jurisdiction. Products offered by Gibbs are Not FDIC Insured, Not Bank Guaranteed, and May Lose Value. All product and company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.
Jesse Dietz, an Investment Advisory Representative (IAR), offers services through Gibbs Wealth Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Retirement Planners of Texas, LLC and Gibbs Wealth Management are independent of each other. Insurance products and services are not offered through GWM but are offered and sold independently by Retirement Planners of Texas Insurance Group, Inc., Texas License #2489780 and Jesse Dietz, License #1387135.