72(t) Articles

December 30, 2025

Annualized Income Installment Method: Stabilize Uneven Income

Discover how the annualized income installment method smooths uneven earnings, minimizes tax surprises, and supports retirement planning with confidence....

December 29, 2025

Can I Retire at 50? A Practical Guide to Early Retirement

Thinking 'Can I retire at 50?' Discover if it's possible with smart savings, penalty-free withdrawals like 72(t) SEPPs, and essential...

December 28, 2025

A Definitive Guide to IRA Distribution Forms

Master retirement withdrawals with our definitive guide to IRA distribution forms. Learn to navigate Form 1099-R, 5329, and 8606 with...

December 27, 2025

Taxes on Roth IRA Distributions Your Guide to Tax-Free Withdrawals

Are there taxes on Roth IRA distributions? This guide explains the 5-year rule and qualified withdrawals to help you secure...

December 26, 2025

Can I Cash Out My 401k and What Happens If I Do

Thinking 'can I cash out my 401k'? Learn the IRS rules, steep penalties, and taxes. Discover smarter, penalty-free alternatives to...

December 25, 2025

Protect Your Retirement: IRA Withdrawal Exceptions Explained Clearly

Discover ira withdrawal exceptions that let you access retirement funds without the 10% penalty for certain life events and hardships....

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