INSTANT DOWNLOAD: “Early Distributions from IRAs & Qualified Plans”

Have Clients Who Want to Retire Before Age 59½?

Critical Planning You Must Know to Properly Advise Them

IRS Notice 2022-06 is an exceptionally important ruling and will expand the ability of people to retire early, before age 59½.

Whether you’re an estate planning attorney, financial advisor, or life insurance agent, if you are providing clients guidance and advice on retirement accounts, this is a critical, must-know development that you must understand to properly navigate and advise your clients.  The massive asset appreciation and change in attitude regarding work over the last two years makes the timing near perfect for this significant change.

That is why we’ve brought in nationally renowned CPA and IRA expert, Robert S. Keebler, CPA/MST, AEP (Distinguished), CGMA, to help you understand what you need to know about Notice 2022-6 in this timely and practical program entitled, “Early Distributions from IRAs & Qualified Plans: Retiring Before 59½ After Notice 2022-06”.

In this 57-minute presentation, you will learn:

• How the IRC Section 72(t) SEPP statutory rules can be used to the client’s advantage
• Other 72(t) exceptions that you will need to know

• A look at Rev. Rul. 2002-62 and the “old” SEPP rules
• A detailed analysis of Notice 2022-06

• How the critical change in Notice 2022-06 which provides for a 5% interest rate vastly increases a retirees’ substantial equal periodic payments and allows retirement earlier without early distribution penalties (we’ll take a look at a number of examples and case studies of the impact of the 5% rate!)
• What to do if the 5% rate results in too large an SEPP and how to properly advise your clients

• The Three Computational Methods that every estate planner needs to understand and know how to use appropriately
• And much more!

Your purchase includes an instantly downloadable video and audio recording and PDF handout materials.  A PDF transcript is available as an add-on for an additional fee.