Episodes
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Getting To Age 59 1/2 for High-Net-Worth Retirees: Utilizing SEPP (72t)and The Rule of 55 for Pre-Tax Accounts
Episode 27 of Retirement Tax Matters analyzes technical strategies for high-net-worth retirees to access pre-tax retirement funds before age 59 1/2 without incurring the 10% IRS penalty. Learn how to navigate the rigidity of SEPP (72t) and the Rule of 55.