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Learn with us how to access your IRA or

401(k) penalty-free before age 59 ½

What is The 72(t)?

IRS Rule 72(t) SEPP is a tax provision that enables individuals to access their qualified retirement funds without incurring penalties before reaching the age of 59 ½.

person- doing-tax-calculations

Things To Keep In Mind


income

You MUST take your income for at least 5 years or until you are 59 ½.

tax-calculation

A life expectancy calculation method using one of the 3 IRS-approved interest rates decides the income you will initially receive WITHOUT PENALTIES.

distributions

Not all custodians are 72(t) friendly. The custodian you choose to use is PROPERLY CODING YOUR DISTRIBUTIONS to avoid sanctions from the IRS early withdrawal penalty.

Want to do it yourself, now?
Register for our 72(t) SEPP Master Class now!

What Set Us Apart?

We specialize in 72(t) SEPP income planning, making it our primary focus and expertise.

  • Over 35 years of assisting individuals and families
  • Guided 500+ clients nationwide in 72(t) income planning
  • Maintained an A+ Rating with the Better Business Bureau
  • Committed to a fiduciary standard, prioritizing our clients’ interests
  • Independent with no proprietary products
  • Tailored solutions to meet unique needs
  • Comprehensive wealth management services