Sometimes It Makes Sense to Pay the Retirement Account Penalty

Jul 20, 2015 / By Jeffrey Levine, CPA/PFS, CFP®, CWS®, MSA
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On occasion, it makes sense to pay the penalty if the end result increases clients’ assets. A case study of a young couple saving for retirement shows that for them, the penalty is a small price to pay for building a bigger nest egg.

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