Early Distributions in Retirement: To (t) or Not to (t)

On-Demand Webinar | 58 minutes|February 21, 2023


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Earn 1.0 CFP Board Continuing Education (CE) credit and/or 1.0 CIMA CE credit by watching this replay and taking the quiz. Ensure you meet the CE requirement by watching for a 50-minute hour and passing the quiz with at least an 80% score. CE credit approval may take up to 10 days.


There are tax incentives when saving for retirement. But, unfortunately, there also are disincentives for tapping these savings before retirement. This webinar discusses tax exceptions to early distributions in retirement. 


Pacific Life, its distributors, and respective representatives do not provide tax, accounting, or legal advice. Any taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor or attorney.

Pacific Life is a product provider. It is not a fiduciary and therefore does not give advice or make recommendations regarding insurance or investment products.

Unless otherwise noted, all aforementioned money managers, their distributors, and affiliates are unaffiliated with Pacific Life and Pacific Select Distributors, LLC.

Pacific Life refers to Pacific Life Insurance Company and its affiliates, including Pacific Life & Annuity Company. Insurance products can be issued in all states, except New York, by Pacific Life Insurance Company or Pacific Life & Annuity Company. In New York, insurance products are only issued by Pacific Life & Annuity Company. Product/material availability and features may vary by state. Each insurance company is solely responsible for the financial obligations accruing under the products it issues.

Variable insurance products are distributed by Pacific Select Distributors, LLC (member FINRA & SIPC), a subsidiary of Pacific Life Insurance Company and an affiliate of Pacific Life & Annuity Company. 

The home office for Pacific Life & Annuity Company is located in Phoenix, Arizona. The home office for Pacific Life Insurance Company is located in Omaha, Nebraska.

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