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72 T

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ByPignMo

L1: 72 TThanks for the great site. It really helped in planning my wifes retirement.
My wife started her SEPP in March of 2004 and recieved 10 payments
In 2005 she will recieve 12 payments. Because there is a difference in tha annual amounts of withdrawl ( 10 x 2482.00 in 2004) vs (12 x 2482.00 in 2005) will this flag the IRS. Thanks for the great site2005-11-09 21:15, By: PignMo, IP: [67.175.47.239]

L2: 72 TThanks for the nice comments on the site :~}
It shouldn’t cause any flags many times there will be a difference between the payments received in the first year and the actual calculated annual amount. Just keep good records so that if there is a question, you’ll have the answers.2005-11-10 04:36, By: Gfw, IP: [172.16.1.73]

L2: 72 TThanks for the answer. I was not sure and needed the reasurrance. Lucky for my wife and I, we have a awesome CFP. I can not tell anyone how important it is to get to know your CFP! It took my wife and I over 3 years prior to her retirment to find an individual that we confortable with! It was well worth the search. Thanks again2005-11-10 04:57, By: PignMo, IP: [67.175.47.239]

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