72(t) Professor Articles
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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Why work with the 72(t) Professor
April 27, 2023
Stuart Spivak, the 72(t) Professor, is a well-known expert in the financial planning industry, with a particular focus on 72(t) SEPP. With over 30 years of experience in financial planning, …
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Alternative Tax Strategies for Retirement
April 20, 2023
Retirement planning can be a complex and challenging process, especially when it comes to taxes. While 72(t) SEPP is a popular tax strategy for early retirement planning, there are other …
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