72t Advisor In Bowling Green, KY

72(t) SEPP Planning Services in Bowling Green

Accessing retirement funds early doesn't have to mean paying a 10% penalty. Bowling Green 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 Bowling Green and the surrounding Kentucky 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 Bowling Green and the surrounding Kentucky 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 Bowling Green?

• Nationwide service available to all Bowling Green residents
• Specialized 72(t) knowledge — not a generalist
• Ongoing plan monitoring to maintain IRS compliance
• Fiduciary duty — we always act in your best interest
• Flexible phone and Zoom scheduling
• Free 30-minute strategy session

Are You Eligible for a 72(t) SEPP Plan?

Most Bowling Green residents who qualify for a 72(t) SEPP plan meet these criteria:

• 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)