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Hudson Valley couple at the kitchen table reviewing retirement gap-year planning numbers together
Retirement·8 min read·

How to Retire Before 59 and a Half: The Account That Bridges the Gap

Same Hudson Valley household, same pension, same Roth conversion plan. The thing that decides whether retirement starts at 58 or 62 is whether the taxable brokerage account is big enough to bridge the gap years without forcing premature traditional withdrawals.

Peter Guggisberg, Hudson Valley financial advisor based in Newburgh, NY

Peter Guggisberg

Financial Advisor · Hudson Valley, NY

Written by Peter Guggisberg, Financial Services Representative with Vermont Financial Group of NY (a MassMutual general agency) and the advisor behind Noah's Ark Financial.

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Peter Guggisberg, financial advisor, Hudson Valley NY

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