Timothy Sumer

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. 🔴 SUBSCRIBE for more COMPLIMENTARY tips: ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ 🤝BECOME OUR CLIENT: It only takes 2 steps ➡️ 1. Watch our complimentary (60min) Masters Academy to ensure retiring with confidence is something you are ready to commit to. 2. Once you watch the video you will be prompted to apply to become our client. ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ 📲CO...