Help Clients Avoid Early Distribution Penalties With SEPP
Sep 28, 2015
/
By Denise Appleby, APA, CISP, CRC, CRPS, CRSP
Sometimes clients need to withdraw from their retirement accounts prior to age 59½. Penalties can be severe for early withdrawals unless clients use a SEPP or 72(t) distribution. Here’s how to qualify for the exception.