72t Advisor In Greenwich, CT

72(t) SEPP Planning Services in Greenwich

Accessing retirement funds early doesn't have to mean paying a 10% penalty. Greenwich clients who qualify for IRS Rule 72(t) can receive regular, penalty-free income from their retirement accounts — and we'll help you do it right.

Our team of 72(t) specialists serving Greenwich and the surrounding Connecticut area has helped hundreds of clients structure compliant SEPP plans that provide reliable income while protecting them from costly IRS penalties.

Our team of 72(t) specialists serving Greenwich and the surrounding Connecticut area has helped hundreds of clients structure compliant SEPP plans that provide reliable income while protecting them from costly IRS penalties.

Why Choose a 72t Advisor in Greenwich?

• Trusted by clients in Greenwich and across the nation
• Precise SEPP calculations using IRS-approved methods
• Protection from retroactive IRS penalties
• BrokerCheck verified through FINRA
• Transparent, straightforward advisory fees
• Complimentary retirement income analysis

72(t) SEPP Eligibility Requirements

To qualify for a 72(t) SEPP plan, you generally need:

• Age under 59½ — this strategy is for early retirees and those who retire early
• Minimum $200,000 balance in an IRA, 401(k), 403(b), or similar account
• Ability to sustain the required distribution schedule for 5+ years
• No need to modify the plan once established (changes trigger penalties)