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Retirement tax questions
I'm interest in the answer to this question too.
I'm more specifically interested in whether annual distributions can occur anytime during the tax year and still constitute Substantial Equal Periodic Payments (SEPP)? Meaning, if I took my first annual distribution in Sept 2022, then can I take my second annual distribution in Jan. 20024 and it still counts as SEPP?
Thanks!
‎January 8, 2024
10:33 AM