timing of distribution
L1: timing of distributionClient has been taking annual distributions in December. She needs funds now; would it be okay to take the distribution early, as long as the amount is the same?2011-06-02 19:21, By: baz, IP: [220.127.116.11]
L2: timing of distributionShe can take her annual distribution at any time in any amounts, so long as the total distributions for the year equal the calculated amount for her SEPP 72-T plan.
She can take it all now, or take what she needs now, and the balance later in the year.2011-06-02 19:35, By: dlzallestaxes, IP: [18.104.22.168]