72(t) / SEPP rules

3 votes

Seems like a lot of advisors do this wrong or are unclear on the actual rules. Maybe there is some gray in the rule, but I have seen it done many different ways, and though most advisors want clients to consider other alternatives to a 72(t), it is necessary in some cases to avoid penalties.

Under consideration Suggested by: Rich Upvoted: 25 Mar Comments: 0

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