🔴 LIVE WEBINAR
Early Retirement at Microsoft: How to Withdraw Before 59½—Penalty-Free
Thursday, August 27th 2025 – 12:00 PM (CDT)
🔴 LIVE WEBINAR
Early Retirement at Microsoft: How to Withdraw Before 59½—Penalty-Free
Thursday, August 27th 2025 – 12:00 PM (CDT)
Retire early from Microsoft, without the early withdrawal penalties.
Most Microsoft employees considering early retirement don’t realize there are strategies that allow penalty-free access to retirement funds well before age 59½. The rules are specific and the steps must be followed carefully in order to avoid tax pitfalls and retroactive penalties.
Join Wealth Manager Cydney Nash, CFP®, CIMA® for a focused webinar breaking down exactly how to withdraw from your Microsoft retirement benefits before 59½.
In this session, we’ll cover:
- Penalties for early retirement distributions
- The Rule of 55
- 72(t) distributions
- Real-world examples
- Live Q&A with Cydney
Retire early from Microsoft, without the early withdrawal penalties.
Most Microsoft employees considering early retirement don’t realize there are strategies that allow penalty-free access to retirement funds well before age 59½. The rules are specific and the steps must be followed carefully in order to avoid tax pitfalls and retroactive penalties.
Join Wealth Manager Cydney Nash, CFP®, CIMA® for a focused webinar breaking down exactly how to withdraw from your Microsoft retirement benefits before 59½.
In this session, we’ll cover:
- Penalties for early retirement distributions
- The Rule of 55
- 72(t) distributions
- Real-world examples
- Live Q&A with Cydney
HOSTED BY
Cydney Nash, CFP®, CIMA®
WEALTH MANAGER
With nearly a decade of industry experience with another RIA firm in the Woodlands, Cydney has made notable contributions, including a key role on the Investment Committee where she expertly managed dynamic portfolios and asset allocations. Her career began in the Oil and Gas sector as a cost controller for a multinational corporation, during which she earned a Bachelors Honors Degree in Accounting and Finance, graduating with First Class Honors from the University of Bradford. Her academic excellence was further recognized with an Outstanding Academic Achievement Award from her European College.
Cydney's global perspective is enriched by her international experience with a Big 4 Accounting Firm, providing her with invaluable insights into the financial challenges and opportunities that clients face. She completed her financial planning education at the University of Texas at Austin and has passed Level 1 of the Chartered Financial Analyst® (CFA®) exam. Additionally, her post-graduate education includes completing the CIMA® education program at Yale School of Management and she is registered as a state Investment Advisor Representative with a Series 65 license.
HOSTED BY
Cydney Nash, CFP®, CIMA®
WEALTH MANAGER
With nearly a decade of industry experience with another RIA firm in the Woodlands, Cydney has made notable contributions, including a key role on the Investment Committee where she expertly managed dynamic portfolios and asset allocations. Her career began in the Oil and Gas sector as a cost controller for a multinational corporation, during which she earned a Bachelors Honors Degree in Accounting and Finance, graduating with First Class Honors from the University of Bradford. Her academic excellence was further recognized with an Outstanding Academic Achievement Award from her European College.
Cydney's global perspective is enriched by her international experience with a Big 4 Accounting Firm, providing her with invaluable insights into the financial challenges and opportunities that clients face. She completed her financial planning education at the University of Texas at Austin and has passed Level 1 of the Chartered Financial Analyst® (CFA®) exam. Additionally, her post-graduate education includes completing the CIMA® education program at Yale School of Management and she is registered as a state Investment Advisor Representative with a Series 65 license.
