
72t Exceptions Explained
Completing your 72t early retirement distribution and documenting your IRS 72t exceptions correctly, will provide a stream of retirement income.
What is 72T?
What happens if I don’t maintain my 72(t)
distributions correctly?
What is a Rollover?
What will be my interest rate or expected
rate of return?
Can multiple retirement savings accounts
and vehicles be used for a 72(t) distribution?
What is the #1 Concern About Retirement?
“Will I outlive my money…” is the most common question we hear from retirement-minded investors…
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Completing your 72t early retirement distribution and documenting your IRS 72t exceptions correctly, will provide a stream of retirement income.
A 72(t) early distribution will not be subject to the 10% additional early withdrawal tax in the following circumstances…
TIP: We have effectively set up 72t distributions for penalty free income many times throughout almost 50 years and this strategy works, IF DONE CORRECTLY.
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