January 5, 2026

A Guide to Period Certain Annuity for Early Retirement

Discover how a period certain annuity provides guaranteed income for early retirement. Learn how it works with 72(t) SEPPs and...

January 4, 2026

The 457 Deferred Compensation Plan Guide for Early Retirement

Unlock early retirement with the 457 deferred compensation plan. Learn how its unique withdrawal rules, contribution limits, and features can...

January 3, 2026

Borrow Against 401k: A Practical Guide to borrow against 401k and Alternatives

Considering how to borrow against 401k? Learn the rules, costs, and smarter alternatives before tapping into retirement funds....

January 2, 2026

A Guide to 401k Hardship Withdrawal Rules

Explore the complete 401k hardship withdrawal rules. Learn about eligibility, tax implications, and smarter alternatives before you make a decision....

January 1, 2026

Convert Traditional IRA to Roth IRA a Guide to Tax-Free Growth

Learn how to convert traditional IRA to Roth IRA with our guide on tax implications, strategic timing, and advanced strategies...

December 31, 2025

Mastering ira substantially equal payments for early retirement withdrawals

Discover how ira substantially equal payments work and how to use them safely to access retirement funds with fewer penalties....

December 30, 2025

Annualized Income Installment Method: Stabilize Uneven Income

Discover how the annualized income installment method smooths uneven earnings, minimizes tax surprises, and supports retirement planning with confidence....

December 29, 2025

Can I Retire at 50? A Practical Guide to Early Retirement

Thinking 'Can I retire at 50?' Discover if it's possible with smart savings, penalty-free withdrawals like 72(t) SEPPs, and essential...

December 28, 2025

A Definitive Guide to IRA Distribution Forms

Master retirement withdrawals with our definitive guide to IRA distribution forms. Learn to navigate Form 1099-R, 5329, and 8606 with...

December 27, 2025

Taxes on Roth IRA Distributions Your Guide to Tax-Free Withdrawals

Are there taxes on Roth IRA distributions? This guide explains the 5-year rule and qualified withdrawals to help you secure...

Category: 72(t) Articles