How can I use Substantial Equal Periodic Payments to escape the early distribution tax?

The Substantial Equal Period Payments provide an exception to the early distribution tax. Under the Substantial Equal Periodic Payments method, you do not have to pay the early distribution tax on money that you take out of your plan in regular payments over either your life expectancy or the joint life expectancy of you and your beneficiary even if you are younger than 59 and 1/2.

The following are some basic rules about the exception:

Please contact one of our IRA Experts at 800-472-0646 for more information.


Contact Us Today

Going Solo 401k The Checkbook IRA Turning Retirement Funds Into Start-Up Dreams In God We Trust - In Roth We Prosper

Solo 401k In A Nutshell self-Directed IRA In A Nutshell