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  2. Substantially Equal Periodic Payments (SEPP), explained - AOL

    www.aol.com/finance/substantially-equal-periodic...

    However, early retirees can still access their funds by taking what is known as substantially equal periodic payments (SEPP) in an IRA, 401(k), 403(b) or other qualified retirement account without ...

  3. Roth IRA Withdrawals: Avoid Penalties and Maximize Your ... - AOL

    www.aol.com/roth-ira-withdrawals-avoid-penalties...

    If you set up substantially equal periodic payments based on your life expectancy or the joint life expectancy of you and your beneficiary you can avoid the 10% penalty.

  4. Substantially equal periodic payments - Wikipedia

    en.wikipedia.org/wiki/Substantially_equal...

    SEPP payments must continue for the longer of five years or until the account owner reaches 59 1 ⁄ 2. [2] The payments cannot be changed beyond a one-time allowed change from one of the latter two calculation methods to the first or all of the payments received will be retroactively taxable and penalized. [3] [4]

  5. Roth IRA - Wikipedia

    en.wikipedia.org/wiki/Roth_IRA

    Coverdell Education Savings Account – sometimes termed the "Roth IRA for Education", describes tax-sheltered savings accounts for college. Substantially equal periodic payments (SEPP) – an exception to the age 59.5 rule; myRA – a 2014 Obama administration initiative based on the Roth IRA; Tax-free savings account in Canada since 2008

  6. Roth IRAs: What they are, how they work and how to open one - AOL

    www.aol.com/finance/what-is-a-roth-ira-123943445...

    Wealthfront has a small opening deposit requirement of $500 for its automated Roth IRA account and a small annual management fee of 0.25%. How to open a Roth IRA

  7. Talk:Substantially equal periodic payments - Wikipedia

    en.wikipedia.org/wiki/Talk:Substantially_equal...

    2 In particular, Roth IRA distributions taken under the SEPP rule will be taxed as income a second time --- a substantial penalty. 1 comment 3 Significance, history, comparison to other schemes, etc.

  8. What is the Roth IRA 5-year rule? - AOL

    www.aol.com/finance/roth-ira-5-rule-185440012.html

    Agree to withdraw funds in substantially equal periodic payments Ages younger than 59 ½ with a Roth IRA you’ve had more than five years, you can avoid the penalty for early withdrawal and taxes ...

  9. Tax Increase Prevention and Reconciliation Act of 2005

    en.wikipedia.org/wiki/Tax_Increase_Prevention...

    The provision allows more taxpayers to convert from Traditional IRA to Roth IRA by removing the modified adjusted gross income (MAGI) limitation on such rollovers starting in 2010. Taxpayers who convert in 2010 may, as a special case, elect to pay tax on amounts converted in equal installments in 2011 and 2012.

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