72t Experience, Knowledge & Wisdom Matters
Not all Financial Advisors, CPA’s, Tax Attorneys, Banks or Brokers know about this little known 72t IRS rule.
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72(t) Related Articles
Do I have to “rollover” my money to an IRA retirement plan to access my money through a 72(t) distribution?
The answer is no, but in many cases, we recommend that you do. An employer sponsored IRA retirement plan often carries restrictions on withdrawals and limited investment options, as well as other considerations.
What is a 72t Distribution Penalty?
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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