SUBSTANTIALLY EQUAL PERIODIC PAYMENTS (SEPP)/72(t) DISTRIBUTIONS

Presenter:  Denise  Appleby

Fee: $29 for nonmembers . Free for members   

Description: An explanation of the rules that apply to substantially equal periodic payment programs.

NO CE CREDITS 

Target Audience: Financial Advisors | Tax professionals | Financial professionals, including the staff at Credit Unions, Banks, Brokerage Firms and other financial institutions

• An explanation of the rules that apply to substantially equal periodic payment programs.
  
• When the early distribution penalty applies
  
• Rules that apply to substantially equal periodic payments (SEPP)
  
• Tips on determining when to use a SEPP
  

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