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 ResourcesGlossary, 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.

Syed
@saullah
Active Member
Joined: Jul 11, 2019
Last seen: Nov 22, 2021
Topics: 1 / Replies: 4
Reply
RE: SEPP using Vanguard forms. Please check calculation.

Man excellent catch just fixed the amortization calculated yearly distribution amount in time to reflect Dec 2019 AFR rate of 2.03%......(or would hav...

5 years ago
Reply
RE: SEPP using Vanguard forms. Please check calculation.

I have followed up on the advise to have "fixed amount" after calculating it with amortization method (Nov. 2019 AFR rate of 2.13%) , start date of SE...

5 years ago
Reply
RE: SEPP using Vanguard forms. Please check calculation.

Should I calculate myself and pick fixed amount of the vanguard form? As Vanguard mentions only way a 10% penalty is avoided is by picking single exp...

5 years ago
Reply
RE: SEPP using Vanguard forms. Please check calculation.

Thanks I recalculated with August rate of 2.24% coming out to be $36,073.36. I already have allocated separate IRA and Roth IRA (post tax) for rainy ...

5 years ago