setting up 72t
L1: setting up 72tIve recently found out about the 72ts.My question is whom can set up the plan? Are there companies out there that specialize in these plans? thanks e2012-03-28 22:28, By: eddie, IP: [126.96.36.199]
L2: setting up 72tAnyone can set these up – you just need to know what you are doing. If you are not comfortable doing it yourself, there are people out there that can do it. I would suggest reading all of the information under the “72(t) Plans” tab and getting familliar with what it is all about so you can talk intelligent with someone. Some brokerage houses and accountants don’t know much about these.2012-03-29 00:07, By: Red Baron, IP: [188.8.131.52]
L3: setting up 72tYou should start with the planning pointersand then read other background info on 72t plans on this site.
Even if you retain professional assistance in the end, having basic knowledge will help you screen out those who lack expertise, and that happens to be the vast majority.
2012-03-29 00:59, By: Alan S, IP: [184.108.40.206]
L3: setting up 72tCORRECTION — I think that MOST brokerage houses, accountants, and financial planners do not have a clue what SEPP 72-T plans are, the applicable regulations and nuances, how they work, when they should and should not be used, etc., and do not even know about this website!!!2012-03-29 03:54, By: dlzallestaxes, IP: [220.127.116.11]