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

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   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. Ask an Advisor: We Want to Retire Before Age 59 ½. How ... - AOL

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   Just like the name indicates, you can take a series of substantially equal periodic payments – or SEPP – from your retirement account without facing the 10% early withdrawal penalty.

4. Substantially equal periodic payments - Wikipedia

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

   Substantially equal periodic payments (SEPP) are one of the exceptions in the United States Internal Revenue Code that allows a retiree to receive payments before age 59 1 ⁄ 2 from a retirement plan or deferred annuity without the 10% early distribution penalty under certain circumstances.

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

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

   Substantially Equal Periodic Payments. 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 ...

6. A 50-year-old man used an obscure IRS rule to withdraw $20K a ...

   www.aol.com/finance/50-old-man-used-obscure...

   Knowing about early-withdrawal penalties for IRAs, and after doing some research, he found Section 72(t), which allows for penalty-free early withdrawals – known as Substantially Equal Periodic ...

7. Roth 401(k) - Wikipedia

   en.wikipedia.org/wiki/Roth_401(k)

   Roth IRA contribution limits are significantly lower than 401(k) contribution limits. For tax years 2016 and 2017, individuals could contribute no more than $5,500 per year to a Roth IRA if under age 50, and $6,500 if age 50 or older. For tax years 2019, 2020, and 2021, contributions up to $6,000 are permitted under age 50, or $7,000 if 50 or ...

8. Early Retirement Hack: A New IRS Rule Lets You Withdraw ... - AOL

   www.aol.com/finance/early-retirement-hack-irs...

   Substantially equal periodic payments allow you to take early distributions from your qualified retirement accounts without penalty, but with certain provisions. According to the IRS rules, you ...

9. Individual retirement account - Wikipedia

   en.wikipedia.org/wiki/Individual_retirement_account

   Distributions in the form of an annuity (see substantially equal periodic payments) Distributions that are not more than the qualified higher education expenses of the owner or their children or grandchildren; Distributions to buy, build, or rebuild a first home ($10,000 lifetime maximum) Distribution due to an IRS levy of the plan