Roth IRA and Rule 72t

by Retirement Advisor | Nov 25, 2022 | Roth IRA

In this video we respond to a question about utilizing a Roth IRA and Rule 72t. Since a Roth IRA has different tax treatment than a traditional IRA there could be opportunity for early withdrawal that would not require the utilization of the substantially equal periodic payments allowed under the 72t rule. Since that rule has several strict requirements and not much flexibility, it could very well make sense to explore what other options are available to you to make a penalty free early IRA withdrawal, particularly if you are looking to utilize your Roth IRA. Watch the video to learn more.

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DISCLAIMER
**Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Carlin Financial Group are not affiliated companies. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This video is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. 1178227 – 1/22…(read more)