Access Your Retirement Money Now
Wealth Management Consultancy
Learn with us how to access your IRA or 401(k) penalty-free before age 59 ½
What is The 72(t)?
IRS Rule 72(t) SEPP is a tax provision that enables individuals to access their qualified retirement funds without incurring penalties before reaching the age of 59 ½.
Things To Keep In Mind
You MUST take your income for at least 5 years or until you are 59 ½.
A life expectancy calculation method using one of the 3 IRS-approved interest rates decides the income you will initially receive WITHOUT PENALTIES.
Not all custodians are 72(t) friendly. The custodian you choose to use is PROPERLY CODING YOUR DISTRIBUTIONS to avoid sanctions from the IRS early withdrawal penalty.
Want to do it yourself, now?
Register for our 72(t) SEPP Master Class now!
Learn all you NEED TO KNOW to successfully execute this financial planning strategy to unlock your IRA & 401(k) WITHOUT penalty pre-Age 59½.
What Set Us Apart?
We specialize in 72(t) SEPP income planning, making it our primary focus and expertise.