Personal Finance
How do I set up a 72(t) SEPP?
Quick Answer
To set up a 72(t) SEPP: split off a dedicated IRA, pick RMD, amortization, or annuitization, compute payment using a permitted rate, take the same amount yearly, and maintain 5 years or to age 59½ — whichever is later.
Warren Team
Updated April 26, 2026
34
Warren Team
Updated April 26, 2026
34
Important Disclaimer:
The information provided is for educational purposes only and should not be considered as personalized financial advice. Warren is a registered investment advisor. Past performance does not guarantee future results. Please consult with a qualified financial advisor before making investment decisions.
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