Susan is a CERTIFIED FINANCIAL PLANNER™ professional who earned her BA in Financial Services from San Diego State’s College of Business Administration, also receiving a SDSU Personal Financial Planning Certificate. In addition, prior to working with a fee-only advisory firm, Susan held the FINRA series 7 and 63 securities registration. Until joining Pure Financial Advisors, [...]

Susan Brandeis, CFP® and Director of Financial Planning at Pure Financial shares how to withdraw from your retirement accounts early without the 10% penalty. There is a common confusion with the age 59 1/2 rule – several people believe you have to be 59 1/2 to withdraw from any retirement account. Susan clarifies that the account must be an Individual Retirement Account, or an IRA for the 10% tax penalty to apply.

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