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Tag: 72(t) distribution exception

72(t) Distribution

Reasons for an Early Withdrawal Using 72(t)

A 72(t) early distribution will not be subject to the 10% additional early withdrawal tax in the following circumstances…

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Securities and advisory services offered through Centaurus Financial Inc., Member FINRA and SIPC, a Broker/Dealer and Registered Investment Advisor.

The content, products and services offered on this website are related solely to IRS Rule 72(t) and the “Substantially Equal Periodic Payments” (SEPP) provision of the Rule that allows individuals to access their qualified funds, penalty free, prior to the age of 59 ½. They are offered for educational purposes only and should not be considered as securities or investment advice, which can only be offered after a thorough assessment of one’s financial background and suitability profile. 72(t) Early Retirement and The Spivak Financial Group are separate entities. 

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