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Retirement tax questions
So the answer is No, you do not qualify for the age-55 exception for distributions from the 401(k) provided by the employer from which you separated from service in the year prior to the year that you reached age 55.
Your wife's age is not relevant to penalty exceptions for distributions from your retirement accounts.
Your wife's age is not relevant to penalty exceptions for distributions from your retirement accounts.
‎June 5, 2019
11:17 PM