Pre-59 1/2 Substantially Equal Periodic Payments (SEPP) from an IRA to Increase Income and Fund Insurance

Generally, taxable withdrawals from non-qualified deferred annuities before the participant attains age 59 ½ are subject to an additional early withdrawal penalty tax. Learn more about avoiding this penalty and helping your clients close an income gap.   The Scenario:   Within the past year, Ted Eller was let go by Acme Consulting after working […]