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72(t) Exceptions

September 25th, 2017

Reasons for 72(t) Exceptions   After recently writing about the 72(t) rules, we are also often asked “Is there a 72(t)  exception” to the IRS rule 72(t) for early retirement income. M...

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What Is an IRA Early Distribution?

January 11th, 2017

People often ask… “How can I retire early and take money out of my 401k, 403(b),TSP, 457 plan and/or IRA without paying IRS the extra 10% “early withdrawal penalty?” Early Withdrawals without Pe...

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What is the Internal Revenue 72(t) Tax Code?

September 29th, 2016

The IRS 72(t) Tax Code 72t is the Internal Revenue Tax Code Section that covers withdrawals from retirement accounts, such as; 401k’s, 403(b)’s including Qualified Annuities, Pensions, Ind...

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