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72T first year adjustment

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Last Updated On
ByRandy

L1: 72T first year adjustmentI began monthly SEPP withdrawals this year, and I’m considering skipping the last of 12 withdrawals, to give my bond portfolio some default cushion. If I were to continue to take equal annual amounts in year 2 and the remaining years, based on the 11 month total in the first year, would I be OK?Thanks…2001-12-18 14:34, By: Randy, IP: [127.0.0.1]
L2: RE: 72T first year adjustmentThe quick answer is that I would only do what you are asking if you wanted to ‘bust’ the plan! Unfortunately, once established, the payment cannot be changed. :~{2001-12-18 15:55, By: Gfw, IP: [127.0.0.1]

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