When planning for retirement, it’s crucial to understand how your retirement distributions will be taxed. One common question that arises is, “Does a retirement distribution count as income?” The answer …
Introduction As you plan for your retirement, you may be considering ways to access your retirement funds early without incurring penalties. One option is the IRS Rule 72(t) SEPP distribution, …
When it comes to retirement planning, the taxation of distributions is an important factor to consider. One type of distribution that may be available to those who are retired or …
When it comes to retirement planning, understanding substantially equal periodic payments (SEPPs) is essential. SEPPs are a type of retirement plan strategy that allows you to withdraw money from your …
When it comes to financial planning, it is important to understand the various terms and concepts that are used. One such term is “series of equal periodic payments” (SEPP) or …
Retirement is an exciting time, but it can also be a bit overwhelming. It’s important to plan ahead and make sure you have your “financial house” in order before you …
Stuart Spivak, the 72(t) Professor, is a well-known expert in the financial planning industry, with a particular focus on 72(t) SEPP. With over 30 years of experience in financial planning, …
Retirement planning can be a complex and challenging process, especially when it comes to taxes. While 72(t) SEPP is a popular tax strategy for early retirement planning, there are other …
Retiring early is a dream for many people, but it can also be a challenge to make your retirement savings last for the rest of your life. Fortunately, there are …
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 …
