July 13, 2018

Avoiding 72(t) Mistakes

Are you under age 59½ and looking for a way to withdraw from your IRA without being hit with the 10% early distribution penalty? A 72(t) payment schedule may be the solution.

72(t) payments are a series of substantially equal periodic payments made from an IRA that can be used to avoid the 10% early distribution penalty. However, they also come with strict rules you must follow to avoid stiff penalties.

To learn more, click here to download “Avoiding 72(t) Mistakes in 5 Easy Steps.” Questions?

Contact our office at 703-466-0477 to schedule a time for a visit.

Securities offered through Triad Advisors, LLC, Member FINRA/SIPC

Advisory Services offered through AMJ Financial Wealth Management LLC

AMJ Financial Wealth Management LLC is not affiliated with Triad Advisors LLC

 

Securities offered through Triad Advisors, LLC, Member. For more information, click a link below:
FINRASIPC 
Investment advisory services offered through AMJ Financial Wealth Management LLC

AMJ Financial Wealth Management LLC is not affiliated with Triad Advisors, LLC
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