Retiring before 59 ½ using substantially equal periodic payments
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Retiring before 59 ½ using substantially equal periodic payments

8 months ago · 1.1 MB Download

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In a time when many clients are reprioritizing their lives and considering retiring early, IRS Notice 2022-6 may make this possibility more enticing. As a complement to his podcast, Why it may now be easier for clients to retire prior to age 59½, Bob Keebler, CPA/PFS, shares a handout that walks you through the following topics:

  • Early distributions from IRAs & qualified plans

  • Exceptions to the 10% penalty

  • Series of substantially equal periodic payments (SEPPs) overview

  • SEPPs calculation methods

Download the Retiring before 59 ½

File name: early-distribution.pdf

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