dmertz
Level 15

Retirement tax questions

Separating from service from the company providing the plan before the year you reach age 50 will disqualify you from using the age-50 exception for distributions from this plan (unless you return to service and leave again in or after the year you reach age 50).  You'll have to wait until you reach age 59½ to be able to take distributions from the plan that are not subject to early-distribution penalty.

View solution in original post