72(t) Professor Articles
Rule 72(t) SEPP – Top 10 Things To NOT Do
August 22, 2023
Here are the Top 10 things you should NOT do when considering a 72(t) SEPP: 1. Do not set up a 72(t) SEPP without consulting with a financial advisor: It …
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Can You Stop Taking 72(t) Distributions? Understanding the SEPP Calculation
August 21, 2023
Are you considering early retirement and wondering about the financial implications? If so, you may have come across the term “72(t) distributions” or “Substantially Equal Periodic Payments (SEPP).” This IRS …
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Unraveling the Mystery: How Does SEPP Exemption Work?
August 15, 2023
Planning for retirement involves a lot of strategic financial decisions. One such decision is whether to take advantage of the Substantially Equal Periodic Payments (SEPP) exemption. This provision allows individuals …
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What is the First Thing to Do Before Retiring? A Guide to Planning for Early Retirement
August 8, 2023
Retirement is an inevitable phase of life that everyone must prepare for. It’s a time when you finally get to hang up your work boots and enjoy the fruits of …
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Are 72(t) Distributions Considered Income? Here’s Why You Need an Expert to Calculate 72(t)
July 25, 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 may have come across the term …
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Can I Borrow from My 401(k) Without Penalty?
July 18, 2023
When it comes to retirement planning, a 401(k) is one of the most popular and effective options available. It allows you to save for retirement in a tax-advantaged way, and …
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