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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.

Can multiple retirement accounts and vehicles be used for a 72(t) distribution?

There are several avenues, we can take to structure the income that you want or need, assuming it within reasonable expectations.

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What is the 72t IRS code?

72t is the Internal Revenue Code Section that covers withdrawals from retirement accounts -401k’s, 403(b)’s including Qualified Annuities, Pensions, Individual Retirement Accounts (IRA’s), or any other tax deferred retirement savings vehicles.

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Can I work or receive other income while using a 72(t) exemption?

When using a 72(t) exemption, the IRS is only concerned with the account sending the payments, and your employment status and other income is irrelevant.

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