72(t) Professor Articles

Can You Work While Taking a 72(t) Distribution?

July 11, 2023

If you are nearing retirement age and looking for ways to access your retirement savings without penalty, you may have heard of the 72(t) distribution. This is a strategy that …

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Maximizing Your Retirement Income How 72(t) SEPP Can Help

July 4, 2023

It involves various strategies to ensure a steady flow of income even after you stop working. One such strategy that has proven beneficial for many is the 72(t) Substantially Equal …

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Borrowing from 401(k) versus 72(t) SEPP What You Need to Know

Borrowing from 401(k) versus 72(t) SEPP: What You Need to Know

June 27, 2023

When it comes to retirement planning, making smart decisions will help you reach your financial goals. Two often-used  strategies for accessing money when needed are borrowing from 401(k) and using …

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How Does the IRS Calculate Life Expectancy

How Does the IRS Calculate Life Expectancy?

June 20, 2023

When it comes to retirement planning, it’s important to understand how the Internal Revenue Service (IRS) calculates life expectancy. Knowing this information can help you plan for your future and …

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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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