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BEFORE POSTING: Use this TEMPLATE when submitting a new post. Make sure you understand all terms used in the template and double check your answers before submitting your question. Carefully review the SEPP Planning Pointers and materials under the Tools and Resources menu (IRS Resources, Glossary, and Applicable Federal Rate table) before posting to make sure your question is clear and the answer you receive is accurate.
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PLEASE NOTE: To avoid confusion, please do not add your question to someone else’s thread. If you have a question, please create your own post.
Please copy the template and use it to create a NEW post. Thanks!
- Date of Birth:
- Age:
- Single/Married
- Annual cash needed year 1 (after taxes):
- Annual cash needed later years (after taxes):
- How are you planning on paying taxes? (withholding or quarterly estimates):
- 72t Calculation Method:
- 72t Distribution Start Date:
- *Life Table Used:
- Stub Year (Y/N):
- Annual Recalc (Y/N):
- *Interest Rate:
- *72t Account Balance(s) with account type (traditional IRA, Roth, SEP-IRA, SIMPLE-IRA, 401k, 403b, etc.):
- Describe other assets if applicable (taxable, Roth, other income, etc.) and how much is in each account.
*For these items see new guidance as of January 18,2022 in IRS Notice 2022-6.
