Calculating IRA 72(t) Payments for the 10% Penalty Exception
Mar 14, 2025
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By Denise Appleby, APA, CISP, CRC, CRPS, CRSP
A significant number of people take early withdrawals from retirement accounts. You can help clients who want—or need—to draw on their funds by setting up a SEPP, or 72(t) payment program to avoid penalties. Here are some guidelines and ways to calculate the best plan.