Search found 4 matches

by rittchard
Wed Feb 13, 2019 4:23 pm
Forum: Dealing with real world situations
Topic: IRS Rule 72(t) and Rule of 55
Replies: 7
Views: 2470

Re: IRS Rule 72(t) and Rule of 55

Thanks Jim! I think it worked out the way I intended after some adjustments as you mentioned. The ending value of the tax deferred portion was close enough to what's predicted by the SEPP calculator: https://72t.net/72t/calculator/distributions For the remainder of my current tax deferred savings, I...
by rittchard
Mon Feb 11, 2019 3:52 pm
Forum: Dealing with real world situations
Topic: IRS Rule 72(t) and Rule of 55
Replies: 7
Views: 2470

Re: IRS Rule 72(t) and Rule of 55

I'm trying to wrap my head around this stuff too. The way I understand it is the Rule of 55 is independent of the Rule 72(t) or SEPP so I'm basically ignoring Rule of 55 (I'm currently 50). https://millennialmoney.com/how-to-hack-your-401k-withdrawal-penalty/ Anyway, presuming the value is calculate...
by rittchard
Thu Nov 08, 2018 6:54 pm
Forum: General questions and comments
Topic: Bug or did I change something by mistake?
Replies: 2
Views: 180

Re: Bug or did I change something by mistake?

Thanks Jim, I will send you a file asap. It's now happened with 2 different files consistently and I can't seem to reverse it, very bizarre since it looks like it's a text file input.
by rittchard
Thu Nov 08, 2018 2:49 pm
Forum: General questions and comments
Topic: Bug or did I change something by mistake?
Replies: 2
Views: 180

Bug or did I change something by mistake?

This has now happened to me twice. After having a file more or less setup the way I want, I continue to tweak the value for "Annual Retirement Spending" but after working fine for numerous values, suddenly it has no more effect on the probability of success. It seems like it gets stuck at a certain ...