
Case Study: Substantially Equal Periodic Payments using Rule 72(t)
🌹J E Y J E Y 🌹
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Business & Finance
Description
<p>Chief Investment Officer Troy Harmon, CFA, CVA, joined by Managing Associate K.C. Smith, CFP®, CEPA, and Senior Financial Planner Clay Norman, CFP®, team up to explain the Rule 72(t) strategy that allows early retirees to access their retirement funds before age 59 ½ while avoiding the 10% early withdrawal penalty. They discuss the pros and cons to tapping the retirement account early, as well as how investors can control how much they withdraw. </p><p>Read the Article: <a href='https://www.henssler.com/tapping-a-retirement-account-early-and-avoiding-early-withdrawal-penalties'>https://www.henssler.com/tapping-a-retirement-account-early-and-avoiding-early-withdrawal-penalties</a></p>