Help Clients Avoid Early Distribution Penalties With SEPP

Sep 28, 2015 / By Denise Appleby, APA, CISP, CRC, CRPS, CRSP
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Sometimes clients need to withdraw from their retirement accounts prior to age 59½. Penalties can be severe for early withdrawals unless clients use a SEPP or 72(t) distribution. Here’s how to qualify for the exception.

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