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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.
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.
learn, work, save, invest, fire
Be fearful when others are greedy, and greedy when others are fearful. Just another form of "buy low, sell high" for those who have trouble with things. This rule is not universal. Do not buy a 1973 Pinto because everyone else is afraid of it.
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