At What Age Can You Start a 72(t) Distribution/Income Plan?
IRS Rule 72(t) is a great retirement planning tool that can help you access your retirement funds early without incurring the 10% penalty. But before you can start taking advantage …
Reasons Why You May Need Access to Your 401k Early
Retirement is something that many of us look forward to, but it can be difficult to plan for. One of the most important tools in retirement planning is a 401k, …
Who Qualifies for a 72(t)?
The 72(t) is a great way to access your retirement funds early without incurring the 10% penalty that usually applies to early withdrawals. But who actually qualifies for this special …
Why You Need an Expert to Calculate 72(t)?
When it comes to financial planning, it is important to understand the various calculations and formulas that are used. One of the most important calculations is 72(t), which is used …
How does 72(t) work?
Retirement planning can be a daunting task, especially when it comes to understanding the various options available. One of the most popular retirement planning strategies is the 72(t) distribution, which …
Is 72(t) a Good Idea?
The concept of 72(t), also known as Substantially Equal Periodic Payments (SEPP), has been around for a few decades now and is becoming increasingly popular among those looking to access …
At what age can you start a 72(t)?
The 72(t) is a great retirement planning tool that can help you access your retirement funds early without incurring the 10% penalty. But before you can start taking advantage of …
SEPP IRA & SEPP 401k Solutions
Life happens, circumstances change. Life is short. Time is valuable. Nobody looks back on their life and says, “I wish would have spent more time working.” Usually, people look back …
72(t) Early Retirement with SEPP Retirement Strategies
72(t) early retirement Every day we get calls, emails, and inquiries from individuals across the United States who ask us, “Can I retire even though I haven’t reached the magic …
A True 72(t) Planning Pioneer
Jerry “Doc” Hall, the 72(t) planning pioneer Jerry “Doc” Hall, PhD, was a visionary, and we want to honor this man who passed away in March 2014 at the young …