Discussion Forum
This forum is provided for informational purposes and it not intended to be relied upon as a source of investment, tax or legal advice. The ideas expressed on this site are solely the opinions of the author(s) and do not necessarily represent the opinions of the 72tNET.com owners, or the sponsors or firms affiliated with the author(s). Any action that you take as a result of information, analysis, or advertisement on this site is ultimately your responsibility. Please read our Forum Rules.
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.
Subscribe to posts or edit your subscriptions by clicking on this link https://72tnet.com/community/subscriptions/ .
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.
Last seen: Apr 17, 2022
The language in my SPD looks like this. So it sounds like I can take monthly payments until I reach 59.5 and could then take a lump sum and roll it i...
It's really tough finding anyone in our HR dept that understands the finer details of our 401k plan. I'm not familiar with NUA - All my 401K is held...
@dlzallestaxesmsn-com Yes, I meant rollover to the new jobs 401k plan.
The February 2022 date came directly from the calculator page. It's definitely confusing.SEPP Distribution Calculator – 72tNET Anyway, I have enough...
Thanks so much! For interest rate, the calculator page says, Per IRS Notice 2022-6, SEPP plans starting in February 2022 and later can use the maxim...