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portada The SEPP Playbook
Type
Physical Book
Publisher
Author
Language
English
Pages
230
Format
Paperback
ISBN13
9798896654650

The SEPP Playbook

Roland T. Fairfield (Author) · NobleTrex Press · Paperback

The SEPP Playbook - Roland T. Fairfield

New Book Imported to Taiwan
Delivery: 19 Nov - 27 Nov Shipping: 6 to 7 business days.
NT$ 1,007
NT$ 1,007

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Synopsis "The SEPP Playbook"

Can you tap your IRA before age 59½ without handing the IRS an extra 10% penalty? The SEPP Playbook answers that high-stakes question in plain English. Written for early retirees, career changers, and anyone bridging the gap to traditional retirement age, this guide shows when Rule 72(t) can be a lifeline—and when it can become an expensive trap if handled casually. Inside, readers will learn how Substantially Equal Periodic Payments really work, how the three IRS-approved calculation methods can produce very different income streams, and why a small setup mistake can trigger years of retroactive penalties and interest. The book also translates IRS Notice 2022-6 into practical decisions, covering account segmentation, payment scheduling, tax reporting, and the real-world tradeoffs between flexibility, cash flow, and compliance. What makes this book different is its practical, reader-first approach. Instead of drowning you in legal jargon, it turns a technical tax rule into a usable plan with relatable examples, clear guardrails, and action-oriented guidance. If you want to access retirement money early without guessing, this book gives you a calm, trustworthy roadmap.

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The book is written in English.

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The binding of this edition is Paperback.

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