Frequently Asked Questions

72(t) SEPP FAQ

Core SEPP Questions

What is a 72(t) SEPP plan?

Who qualifies for 72(t) distributions?

What are the three 72(t) calculation methods?

How long must a 72(t) plan continue?

What happens if I modify my 72(t) plan?

Can I take 72(t) distributions from my 401(k)?

Are 72(t) distributions taxable?

How much can I withdraw using 72(t)?

Do I need a 72(t) consultant?

How do I find a 72(t) consultant near me?