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IRC 72(t) Substantially Equal Periodic Payments (SEPP)
Posted: Fri Dec 10, 2010 3:35 pm
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.
Re: IRC 72(t) Substantially Equal Periodic Payments (SEPP)
Posted: Sat Dec 11, 2010 1:11 am
by MediumTex
Sure, what do you want to know about it?
Re: IRC 72(t) Substantially Equal Periodic Payments (SEPP)
Posted: Sat Dec 11, 2010 4:46 pm
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.
Re: IRC 72(t) Substantially Equal Periodic Payments (SEPP)
Posted: Sat Dec 11, 2010 6:06 pm
by MediumTex
If there are specific questions, let me know.