Under Age 59 1/2?
Want or Need To Access Your Retirement Money Now?
Things To Keep In Mind
THE PAYMENTS MUST CONTINUE FOR AT LEAST FIVE (5) YEARS OR UNTIL YOU ARE AGE 59½, whichever period is longer.
The IRS has approved 3 METHODS for calculating 72(t) payments.
Not all custodians are 72(t) friendly. The custodian you choose to use is PROPERLY CODING YOUR DISTRIBUTIONS to avoid sanctions from the IRS early withdrawal penalty.
What is 72(t)?
IRS Rule 72(t) SEPP is a tax provision that enables individuals to access their qualified retirement funds without incurring penalties before reaching the age of 59 ½.
What Set Us Apart?
We specialize in 72(t) SEPP income planning, making it our primary focus and expertise.
- Over 35 years of assisting individuals and families/
- Guided 500+ clients nationwide in 72(t) income planning
- Maintained an A+ Rating with the Better Business Bureau
- Committed to a fiduciary standard, prioritizing our clients’ interests
- Independent with no proprietary products
- Tailored solutions to meet unique needs
- Comprehensive wealth management services
