The Ultimate Guide to the 72(t) Rule to Retire Early (2025)

Summary

This BiggerPockets Money episode features John Bowens from Equity Trust explaining the 72(t) rule, which allows early access to retirement funds without penalty through Substantially Equal Periodic Payments (SEPP). It covers calculation methods, investment strategies, and potential pitfalls for early retirees, while emphasizing the importance of consulting with tax professionals.