PRESS RELEASE: IRS Announces 50% to 100% Increase in Early IRA Distributions - LEARN MORE!

Technical Corner

We have developed a "professional technicians corner" of sorts, the intent being to provide a much deeper dive into some Substantially Equal Periodic Payment plan issues of current (and occasionally historical) interest. So far we cover:

If you see the need for additions to this list, please let us know and we will get to work.

Download "A Practical Guide To Substantially Equal Periodic Payments And Internal Revenue Code §72(t)" 5th edition

Use this 72(t) early distribution calculator to determine your retirement funds using a 72(t) Series of Equal Periodic Payments (SEPP) without incurring a penalty.