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Must have for financial and tax professionals:IRA...

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Calculators, forums, articles and more on 72(t) and 72(q) /SEPP Plans. Includes RMD Calculators...

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You Asked Us... and We Answered

  • The following is a question from our webinar: Mistakes That Can Kill IRAs, which was held on June 6.

    Does the NUA Option apply to ESOPs? And if so, how does it affect the participant;s balance in a 401(k) plan?

  • I would like to take 72(t) payments from my 401(k) plan, but I have received conflicting information as to whether this can be done from a retirement account that is not an IRA.  What is the right answer?