American Institute Of Cpas - Personal Financial Planning (pfp)

The timing of this new IRS notice 2022-6 is perfect in this phase when many are reprioritizing their lives and considering retiring early.  Up until now, clients have likely been unable to make use of SEPPs because of low interest rates mandated by the IRS in prior guidance. In this episode of the PFP Section podcast, Bob Keebler, CPA/PFS, shares: What IRS notice 2022-6 and substantially equal periodic payments (SEPPs) are all about The significant difference that the 5% interest rate will make in calculating SEPPs A case study to walk you through how this would impact a 50-year-old client who would like to retire early Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links.  Follow the slides that provide visuals for what is covered in this podcast. Join Bob for his upcoming webcast, Practical Planning Strategies for the Mass Affluent, where he will cover this noti