Instruction on taking a SEPP IRA distribution to avoid early withdrawl penalty

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Contributor

I see on the Authorization for Distribution Form that USAA allows for a SEPP option.  I'd like to speak with someone knowledgeable about SEPP at USAA, possible one of your Certified Financial Planners to make sure I avoid the early withdrawl penalty.  Calling the main help number (800) 531-USAA thus far has not helped.  Thanks.  

1 REPLY

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Hi Ice Ski - I've sent this request to a colleague to review and follow up with you. Thanks for reaching out. - Cathleen