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What Is an Early IRA 72(t) Distribution?

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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What is an IRA Rollover?

TIP: Frequently, the choice is made to ROLLOVER into an IRA because of the flexibility and vast array of investment choices available.

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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.

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