72(t) SEPP MasterClass
Under age 59 1/2 and want or need to unlock your pre-tax IRA, 401(k), 403(b), TSP or Pension money penalty-free?
Looking to retire early? Start your own business? Pay off debt? Start living life? Buy Real Estate? IRS Rule 72(t) SEPP is the financial planning strategy that legally allows you to access your retirement money early and penalty-free if you follow the rules.
Learn if IRS Rule 72(t) SEPP is right for you. Our 4 modules and 24 video lessons walk you through what you need to know now.
4 Modules | 24 Video Lessons
IRS Rule 72(t) SEPP is the financial planning strategy that allows individuals under Age 59 1/2 to access their pre-tax retirement money without penalty. The IRS has strict rules and guidelines that must be followed in order to properly execute this income strategy. Learn what you need to know now to ensure that you stay in compliance and don’t end up on the IRS’ mailing list (not a good list to be on).
Any questions, please feel free reach out for a complimentary strategy session.
Stuart J. Spivak, LUTFC, RFC Founder, The 72(t) Professor.