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72(t) SEPP's
Old 01-12-2008, 09:30 AM   #1
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72(t) SEPP's

Has anybody here set up their own SEPP plan under Rule 72(t)?

Does anybody have a recommendation for a company that can assist in doing so for a reasonable fee?
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Old 01-12-2008, 11:39 AM   #2
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DH and I did quite a bit of research on this and were going to try and wing it ourselves. We have chickened out and hired a CPA from Kemper to do our plan. When we get the final bill, I'll let you know how much we paid. We were told $50/hr.
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Old 01-12-2008, 01:15 PM   #3
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I am doing my own 72t from my IRA at Schwab. I am using the 'easy'
method (annual recalculation). I just check my December statement to
get my official Dec 31 balance, divide that by this years divisor (34.2,
since I will turn 50 this year), and transfer that much from my IRA account
to my regular stock account. That is all there is to it.
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Old 01-13-2008, 07:32 AM   #4
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Didn't set mine up exactly but did the math and had Fido run the numbers for me as a sanity check.
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Old 01-13-2008, 08:02 AM   #5
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frayne, Fido
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Old 01-13-2008, 10:02 AM   #6
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Quote:
Originally Posted by LeatherneckPA View Post
frayne, Fido
Short for "Fidelity"
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Old 01-13-2008, 11:40 AM   #7
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Retire Early: Can I withdraw money from my IRA before age 59 ?
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