Understanding 72(t) Requirements
IRS rule 72(t) is a great way to access your retirement funds early without incurring the 10% penalty that usually applies to early withdrawals. But who actually qualifies for this …
IRS rule 72(t) is a great way to access your retirement funds early without incurring the 10% penalty that usually applies to early withdrawals. But who actually qualifies for this …
Retirement planning is an important part of financial planning, and it’s important to understand the different options available to you. One of those options is a 72(t)SEPP withdrawal, which can …
IRS Rule 72(t) is a great retirement planning tool that can help you access your retirement funds early without incurring the 10% penalty. But before you can start taking advantage …
Retirement is something that many of us look forward to, but it can be difficult to plan for. One of the most important tools in retirement planning is a 401k, …
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The content, products and services offered on this website are related solely to IRS Rule 72(t) and the “Substantially Equal Periodic Payments” (SEPP) provision of the Rule that allows individuals to access their qualified funds, penalty free, prior to the age of 59 ½. They are offered for educational purposes only and should not be considered as securities or investment advice, which can only be offered after a thorough assessment of one’s financial background and suitability profile. 72(t) Professor and The Spivak Financial Group are separate entities.
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