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Rule 72(t) Calculator

by | Updated: Jun 7, 2023 | Published: Jun 1, 2023 | Insights

72t calculator distribution rule The Woodlands, TX

Rule 72(t) Distribution Calculator

Use Our Complimentary Tool To Determine Your Eligible 72(t) Distribution

 

As a follow up to our Getting Access to 401(k) and IRA Funds for Early Retirees article, we have provided the 72(t) calculator in order to determine your eligible Substantially Equal Periodic Payment (SEPP). Reach out to our team or click the button at the bottom of the page if you have any questions at all.

Need Some Help?

If you want to discuss your financial position with knowledgeable professionals who can help you identify and overcome ways to best maneuver volatile markets, please feel free to reach out to us here at Rhame & Gorrell Wealth Management for a complementary financial plan review.

Our CPA, CFA, and CERTIFIED FINANCIAL PLANNER (CFP®) professionals have years of experience and are happy to help answer any retirement questions you might have.

We can help you review your financial and tax situation and come up with a custom strategy going forward.

Feel free to contact us at (832) 789-1100, [email protected], or click the button below to ask a question or schedule your complimentary strategy session today.

 

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IMPORTANT DISCLOSURES:

Rhame & Gorrell Wealth Management, LLC (“RGWM”) is an SEC registered investment adviser with its principal place of business in the State of Texas. Registration as an investment adviser is not an endorsement by securities regulators and does not imply that RGWM has attained a certain level of skill, training, or ability.

This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own CPA or tax professional before engaging in any transaction.  The effectiveness of any of the strategies described will depend on your individual situation and should not be construed as personalized investment advice.

For additional information about RGWM, including fees and services, send for our Firm Disclosure Brochures as set forth on Form ADV Part 2A and Part 3 by contacting the Firm directly. You can also access our Firm Brochures at www.adviserinfo.sec.gov. Please read the disclosure brochures carefully before you invest or send money.

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