Do I have to Rollover or Transfer my
money to an IRA to access my money
through a 72t distribution?

Get a Complimentary Consultation Today!

Can multiple retirement savings accounts
and vehicles be used for a 72t distribution?

Get Started with a Consultation Today!

What will be my interest rate or
expected rate of return?

Got a Question Related To Early Retirement?

What happens if I don’t maintain my
72t distributions correctly?

Want to Know if a 72(t) SOEPP is right for you?

Can I work or receive other income
while taking a 72t distribution?

Got a Question Related To Early Retirement?

Can I transfer an existing 72t distribution and continue the distributions with a new firm?

Got a Question Related To Early Retirement?

Request a No Risk,
No Obligation Consultation

Name (required)

Email (required)

State of Residence (required)

Phone (required)

Your Age?

Retirement/Investment Funds Available

Describe Your Current Situation.
What Questions Do You Have? (required)


72(t) Exception Free Consultation Banner

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...

Read more

IRA 72t Early Distribution banner

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...

Read more

72t-distribution-calculations-banner

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...

Read more