72(t) SEPP withdraw...
 
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[Solved] 72(t) SEPP withdrawals from Tax Deferred Account

 

(@bradman5150)
New Member Customer
Joined: 2 months ago
Posts: 2
Topic starter  

Is there a way to model a 72(t) SEPP withdrawal as income? I am currently 53 and will be continuing regular, equal withdrawals from my IRA until age 59.5. I did this in order to access funds in my tax-deferred account since I did not have enough in after-tax savings to make it to regular, penalty-free withdrawals at 60. Not a big deal if I can't model it with Pralana, but curious if others have.


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(@smatthews51)
Member Admin
Joined: 2 years ago
Posts: 345
 

Brad,

Yes, you can model SEPP's on the Financial Assets > Management page.

Stuart


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