Why it may now be easier for clients to retire prior to age 59 ½ {PFP Section}

American Institute of CPAs - Personal Financial Planning (PFP)

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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 notice in more detail.
Access the Proactive Planning Toolkit that includes charts, guides, audio learning, and client facing resources to keep up with the latest laws and proposals.
Read IRS notice 2022-6.

This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.

Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.

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