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Planning Pointers : SEPP Planning Pointers
FAQ : Information is designed to answer some of the general questions about SEPP Plans.
Calculators : There are three calculators to help in your SEPP planning.
>SEPP Calculator : The calculator's default values are set to be acceptable under Rev. Rul. 2002-62.
>Reverse Calculator : Enter Payment & Calculate Balance Required
>First Modification Date : Calculate the 1st SEPP Payment Modification Date
10% Penalty Exceptions : Exceptions to the 10% Penalty of IRC Section 72(t).
PLRs of Interest : PLRs of Relating to SEPP Plans
Sample Form : A sample of a form that could be used to document a SEPP plan.
Rev. Rul. 2002-62 : Current guidlelines for establishing and maintaining a SEPP plan
IRC Section 72 : Internal Revenue Code Section 72
IRS Notice 89-25 : What constitutes a series of Substantially Equal Periodic Payments?
Final Thoughts : Keep in mind that mistakes can be costly

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