Q&A
Here is where you will find thousands of questions and answers from past forum members. Use the Q&A Knowledge Base to learn all you can before asking a new question on the forum. To get started, use the search box to search for a specific word or phrase, or navigate to a category to read all articles related to the category.
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- COMPREHENSIVE ARTICLE EXPLAINING SEPP 72-T
- Q. Are the online SEPP calculators accurate?
- Q. Are there any IRS filing requirements?
- Q. Assuming the 5-Year rule, when can payments be modified?
- Q. Can a Cost of Living Adjustment (COLA) be included?
- Q. Can a portion of an IRA account be excluded from the calculations?
- Q. Can distributions be made monthly?
- Q. Can I recalculate my Life Expectancy using the Amortization or Annuity Methods? Show all articles ( 25 )
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- 401 (k) vs IRA
- 60 day "loan"
- 60 day withdraw
- 60 day withdrawal
- 72 t
- 72 t distributions
- 72(t)
- 72[t] monthly distribution election Show all articles ( 93 )
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- 72 t
- 72t
- 72t
- 72T / IRA distribution
- 72t and social security disabiltiy
- 72T annual distributions
- 72T distribution
- 72T in AUGUST-2011 Show all articles ( 59 )
SEPP Planning
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- 4 SEPP Questions
- 72t
- 72t at 40?
- 72t delayed withdrawls
- 72t dist
- 72t distribution amount
- 72t distributions
- 72t plan Show all articles ( 36 )
SEPP Maintenance
Non-IRA Accounts
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- 401(k)-separation at 55-will this work?
- 401k and age 55
- 401K Distr''n @ Age 55--"Separation from Se
- 401K distribution at 55 years old
- 401K distributions at 55
- 401K periodic withdrawals after age 55
- 401K roll over to an IRA, do I have to retire during the year I turn 55?
- 401K vs. 55 Show all articles ( 50 )
Non-SEPP Exceptions
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- 72(t) for Medical Premiums with multiple years of unemployment?
- 72(t) payments and distribution for medical expens
- 72T
- 72t and medical bills
- 72T and medical withdrawal from one IRA?
- 72t with medical distribution
- Additional Early Withdrawl
- Early Retirement Exceptions Article June 2019 Show all articles ( 17 )
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- 72t and Early Withdrawal
- 72T Distribution
- 72T Withdrawal
- Does active 72t plan prohibit other approved withdrawals
- Early Retirement Exceptions List 2019
- Early Retirement Medical Exceptions Article 2018/2019
- Other distributions from IRAs i.e. Health Insuranc
- SEDs, then lump sum distribution from IRA Show all articles ( 1 )
IRS