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Retirement tax questions
Not sure about that, Opus 17. I think Critter-3 has it right. Most of what I read tells me that since I am over the age of 59½, I can withdraw from the Voya 403-b without penalty. But I like to check in with the people here in the TT Community. In fact, the Voya website, while not allowing me a loan, is allowing a withdrawal. I'm concerned about the 10% early withdrawal penalty, which I don't think applies, since I'm 66. I do think you're right about a plan to plan rollover, but I'd prefer not to drag this process out. If I had more time, I'd wait until January 1st. Thanks for your response.
December 5, 2021
9:49 AM