Calculating IRA 72(t) Payments for the 10% Penalty Exception

Mar 14, 2025 / By Denise Appleby, APA, CISP, CRC, CRPS, CRSP
Print AAA
Add to My Archive
My Folder

My Notes
Save
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.

Read the Full Article Now
Take a 60-Day Free Trial

No credit card, no obligation
Financial Professionals only

Already a Horsesmouth member?

Member Login

IMPORTANT NOTICE
This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.

© 2025 Horsesmouth, LLC. All Rights Reserved.