IRC 72(t) Substantially Equal Periodic Payments (SEPP)

Other discussions not related to the Permanent Portfolio

Moderator: Global Moderator

Post Reply
MeDebtFree
Full Member
Full Member
Posts: 51
Joined: Mon Aug 16, 2010 10:09 am

IRC 72(t) Substantially Equal Periodic Payments (SEPP)

Post by MeDebtFree »

I have known about the 72(t) provision for many years and have read bits here and there over time.

Does anyone in our forum have any real experience in dealing with them?

Thanks in advance.
User avatar
MediumTex
Administrator
Administrator
Posts: 9096
Joined: Sun Apr 25, 2010 11:47 pm
Contact:

Re: IRC 72(t) Substantially Equal Periodic Payments (SEPP)

Post by MediumTex »

Sure, what do you want to know about it?
Q: “Do you have funny shaped balloons?”
A: “Not unless round is funny.”
MeDebtFree
Full Member
Full Member
Posts: 51
Joined: Mon Aug 16, 2010 10:09 am

Re: IRC 72(t) Substantially Equal Periodic Payments (SEPP)

Post by MeDebtFree »

MediumTex wrote: Sure, what do you want to know about it?
Are there any gremlins out there to be aware of or is it all just as straight forward as it reads?

Some of the financial sites I have seen make it sound like you dare not go it alone else you shall be stoned in the public square and stripped of all your worldly possessions (like most financial sites I guess) .  The concept, the various options, the math, and the paperwork strike me as no big deal.  I was just hoping to find others who have actually done it and what their experiences were.
User avatar
MediumTex
Administrator
Administrator
Posts: 9096
Joined: Sun Apr 25, 2010 11:47 pm
Contact:

Re: IRC 72(t) Substantially Equal Periodic Payments (SEPP)

Post by MediumTex »

If there are specific questions, let me know.
Q: “Do you have funny shaped balloons?”
A: “Not unless round is funny.”
Post Reply