Bill Stecker
CPA and founder of the 72tcalc/Marble Group, specializing in tax planning and detailed expertise on IRS code 72(t) and early retirement distribution strategies.
Best podcasts with Bill Stecker
Ranked by the Snipd community
20 snips
Apr 6, 2025 • 1h 2min
Cashing in on 72(t): The Goldmine of Early Retirement Rules (Part2) | Bill Stecker | 133
Bill Stecker, a CPA and 72(t) expert, shares his wealth of knowledge on early retirement strategies. He breaks down the complexities of the 72(t) rule, explaining how to withdraw from retirement accounts before age 59.5 without penalties. Bill discusses calculation methods for maximizing distributions and emphasizes the importance of financial planning and adaptability. Personal anecdotes illustrate successful strategies, while innovative tools like Bolden and Talkspace are highlighted for financial and mental support. Get ready to navigate the early retirement landscape!
19 snips
Mar 30, 2025 • 60min
72(t) Expert Tells All: No More Secrets About Early Withdrawals (Part 1) | Bill Stecker | 131
Bill Stecker, a CPA and founder of 72tcalc/Marble Group, shares his expertise on early retirement withdrawals without penalties. He demystifies IRS code 72(t) and reveals its numerous exceptions, including SEPPs and the Rule of 55. Bill discusses why the age 59½ exists, outlines newer rules for emergencies and domestic abuse, and how combining different exceptions can enhance retirement flexibility. His insights make navigating early withdrawals far less intimidating, paving the way for strategic tax planning.
