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Tag: IRA

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IRA

What Is an Early 72(t) Distribution for IRA retirement plans?

Estimate what your IRA might produce for an income, using a 72(t) for early withdrawals to eliminate the IRS penalty.

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We are here to help you understand how you can properly use the 72t strategy to access your retirement money prior to age 59½ penalty-free.

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The content, products and services offered on this website are related solely to IRS Rule 72(t) and the “Substantially Equal Periodic Payments” (SEPP) provision of the Rule that allows individuals to access their qualified funds, penalty free, prior to the age of 59 ½. They are offered for educational purposes only and should not be considered as securities or investment advice, which can only be offered after a thorough assessment of one’s financial background and suitability profile. 72(t) Professor and The Spivak Financial Group are separate entities.

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