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Retirement tax questions
@reskanda1 I wouldn't confuse 'the tax" from the '10% tax penalty'.
The tax penalty is waived for a number of reasons. Once you are 59.5 years old, the penalty is waived under ALL circumstances.
Otherwise, the 'tax' itself is effectively always due (QCDs is an exception or where there is after tax money sitting in a TRAD IRA would be an exception)
‎September 11, 2023
3:39 PM