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8/19/2008 7:17:10 PM
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72(t) distributions

Tax question

IRA Rollover

Partial disbursal options

Is this correct process to execute a SEPP?

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What's New

Date: 7/17/2008
August, 2008... 120% Mid-Term = 4.26%, Applicable Federal Rates for 72(t) and 72(q) distributions. Click HERE


Date: 6/18/2008
July, 2008... 120% Mid-Term = 4.14%, Applicable Federal Rates for 72(t) and 72(q) distributions. Click HERE


Date: 5/28/2008
June, 2008... 120% Mid-Term = 3.84%, Applicable Federal Rates for 72(t) and 72(q) distributions. Click HERE


Date: 1/1/2008
yyyZ Tools Update - Version 2.8.4.1

This version was also updated with changes that include the ability to assume that the initial payment (for projected values) is a pro-rata payment.

In addition, for all reports that include projected values, the first year starts with the date of the first distribution and ends on 12/31 of the same year. Years 2 and later assume full calendar year projections.

This new update is available to anyone who has a current yyyZ Tools license.


This site is provided for informational purposes only - not to offer either legal or tax advice. On this site you will find information on IRC Section 72(t) and IRC Section 72(q). These plans are typically referred to as Substantially Equal Periodic Payments [SEPP] Plans. There is also information on Minimum Distributions and a variety of helpful calculators. You'll find more disclaimers here.

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