How are 72(t) Distributions Taxed?
When it comes to retirement planning, the taxation of distributions is an important factor to consider. One type of distribution that may be available to those who are retired or …
How do you Calculate Substantially Equal Periodic Payments?
When it comes to retirement planning, understanding substantially equal periodic payments (SEPPs) is essential. SEPPs are a type of retirement plan strategy that allows you to withdraw money from your …
What Does 72(t) Series of Equal Periodic Payments Mean?
When it comes to financial planning, it is important to understand the various terms and concepts that are used. One such term is “series of equal periodic payments” (SEPP) or …
What Should I Do 12 Months Before Retirement?
Retirement is an exciting time, but it can also be a bit overwhelming. It’s important to plan ahead and make sure you have your “financial house” in order before you …