marctt
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dmertz,Can you provide a link to IRS Notice 87-13?My plan states: ". . . .during or after the year you reach age 55, the 10% penalty tax does not apply to anydi...
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in reply to dmertz:That would be the situation: Separate from service in January of 2025 at the age of 54 years old. In November of the same year (2025) I will ...
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Thank you for your response. Thank you for the link.Follow on question/further clarification: If I separate at the age of 54 but delay taking any withdrawals un...
Activity Feed for marctt
- Posted Re: Rule of 55 clarification on Retirement tax questions. February 23, 2024 3:30 PM
- Posted Re: IRS Notice 87-13 on Retirement tax questions. February 23, 2024 3:28 PM
- Posted IRS Notice 87-13 on Retirement tax questions. February 23, 2024 3:23 PM
- Cheered Re: Rule of 55 clarification for dmertz. February 1, 2024 7:23 PM
- Posted Re: Rule of 55 clarification on Retirement tax questions. February 1, 2024 7:20 PM
- Posted Re: Rule of 55 clarification on Retirement tax questions. January 31, 2024 3:11 PM
- Posted Rule of 55 clarification on Retirement tax questions. January 28, 2024 8:38 AM