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Why it may now be easier for clients to retire prior to age 59 1/2

Feb 03, 2022 · 14 min listen

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At a time when many are reevaluating their priorities and considering the possibility of early retirement, IRS Notice 2022-6 could not have better timing. SEPPs (substantially equal periodic payments) have long been a tool for those wishing to retire before age 59 ½ without facing penalties. However, previous low-interest rates mandated by the IRS have made this option less appealing.

In this episode of the PFP Podcast, Bob Keebler, CPA/PFS, MST, AEP, discusses the essence of

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