Avoid the 10% Early Distribution Penalty: 6 Key Rules for Using the SEPP/72(t) Strategy
Oct 19, 2022
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By Denise Appleby, APA, CISP, CRC, CRPS, CRSP
Sometimes clients need retirement funds before 59½, but breaking any of the governing rules for 72(t) payments will mean paying taxes waived under the program. Here is how to steer clear and stay compliant with the most recent IRS regulations.