72(t) Professor Articles

Retire Early and Plan Wisely with 72(t) SEPP

Retire Early and Plan Wisely with 72(t) SEPP

June 13, 2023

Introduction: The Freedom of Early Retirement The dream of retiring early and enjoying the fruits of your labor is a common goal shared by many. However, the reality is that …

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What are the Rules for a 72(t) Distribution

What are the Rules for a 72(t) Distribution?

June 6, 2023

Introduction As you plan for your retirement, you may be considering ways to access your retirement funds early without incurring penalties. One option is the  IRS Rule 72(t) SEPP distribution, …

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How are 72(t) Distributions Taxed?

May 26, 2023

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 …

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How do you Calculate Substantially Equal Periodic Payments?

May 19, 2023

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 …

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What Does 72(t)  Series of Equal Periodic  Payments Mean?

May 12, 2023

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  …

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What Should I Do 12 Months Before Retirement?

May 5, 2023

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 …

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