Sheryll Yee

Sheryll Yee is an IRA consultant at Commonwealth Financial Network®, member FINRA/SIPC, an independent broker/dealer–RIA. With the firm since 2011, Sheryll assists affiliated advisors and home office staff on a variety of retirement-related topics, ranging from traditional IRAs, Roth IRAs, and SEP/SIMPLE IRAs to distributions, beneficiary options, portability, and the like. She stays abreast of trends and developments affecting retirement accounts, including IRS laws and regulations, as well as industry news. Sheryll graduated from Cal State San Marcos with a BS in marketing.

Information about securities-registered professionals may be found at FINRA BROKERCHECK.

Recent Posts

6 Questions About 72(t) Plans That Your Clients Should Be Asking

6 Questions About 72(t) Plans That Your Clients Should Be Asking

Posted by Sheryll Yee

July 15, 2015 at 1:30 PM

Some of your clients who began saving for retirement early in life can now consider themselves ahead of the game. This is quite an achievement, as setting aside part of your paycheck for your 60s and 70s instead of splurging on an overdue vacation or your dream car can be tough. Perhaps they have realized that the benefits of saving early can often outweigh the sacrifices. Still, some savers may ask themselves, "What if something happens along the way and I need access to the money immediately?"

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Topics: Retirement Consulting

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