Substantially equal periodic payments (also known as 72(t) payments) are an exception to the early distribution penalty tax. This webinar offers a comprehensive look at 72(t) payment eligibility, the calculation methods, and the distribution rules. In addition, instructors will discuss factors for IRA owners to consider before beginning payments.
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We have some of the industry’s top ERISA-trained consultants who have specialized in retirement and savings plans for over 35 years.