72(t) Professor Articles
What is a Good Monthly Retirement Income? A Comprehensive Guide to Planning for Early Retirement
September 25, 2023
Planning for early retirement is a dream that many of us share. The idea of leaving the workforce while we still have plenty of time and energy to enjoy life’s …
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Understanding the Consequences of Borrowing from Your 401(k)
September 18, 2023
Planning for retirement is a critical aspect of financial health. One common tool used to achieve this goal is the 401(k) plan, a tax-advantaged, defined-contribution retirement account offered by many …
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Should I Take a SEPP? Understanding and Calculating Substantially Equal Periodic Payments
September 11, 2023
Planning for retirement is a critical aspect of financial management. It involves making decisions that will impact your financial stability in the future. One such decision is whether or not …
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How to Cash Out 401(k) Without Penalty: A Comprehensive Guide to Borrowing from 401(k)
September 4, 2023
Retirement savings are a crucial part of financial planning. Among the various retirement savings plans, the 401(k) plan stands out due to its tax advantages and employer matching contributions. However, …
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Can I Take More Than My 72(t) Distribution? Understanding SEPP Calculation
August 29, 2023
Are you considering early retirement, or do you need to tap into your retirement savings before reaching the age of 59.5? If so, you might be wondering about the 72(t) …
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Rule 72(t) SEPP-Top 10 Things To Do Now
August 22, 2023
72(t) SEPP (Substantially Equal Periodic Payments) is a financial planning strategy by which you can take penalty-free withdrawals from your IRA or old 401(k) before the age of 59½. However, …
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