72(t) Articles

Thinking about a 401k rollover to IRA while still employed? Learn the rules, eligibility, and step-by-step process for a successful...
Asking 'can I take a loan from my IRA?' The short answer is no. This guide explores the rules, the...
A practical guide to the IRA rollover within 60 days. Learn how to avoid costly tax penalties and navigate the...
Discover all the ways to access your retirement funds with penalty free IRA withdrawals. Learn about IRS exceptions, the 72(t)...
Decipher the 401k vs IRA vs Roth IRA debate. This guide compares contributions, taxes, and withdrawals to help you choose...
Discover 10 actionable financial independence strategies to build wealth and retire early. A comprehensive guide for your journey to FI....

We Are Specialists. We Can Help.

Would you like a personalized estimate of the amount of penalty-free income your 401(k), TSP, 403(b), 457 plan or IRA can generate using the IRS Rule 72(t)?

Simply provide us some basic information by clicking the button below and one of our 72(t) Specialists will contact you to provide a personalized estimate for your review.

Complimentary. No Risk. No Obligations.

Want to know if 72(t) makes sense for you?

Ask The Professor

"*" indicates required fields

This field is for validation purposes and should be left unchanged.