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marctt
Level 2
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  • Re: Rule of 55 clarification

    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...
    marctt
    2
    Updated Feb 23, 2024

  • Re: IRS Notice 87-13

    Posted to wrong thread. Sorry all. Disregard.
    marctt
    Updated Feb 23, 2024

  • Re: Rule of 55 clarification

    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 ...
    marctt
    6
    Updated Feb 23, 2024

  • Re: Rule of 55 clarification

    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...
    marctt
    9
    Updated Feb 23, 2024
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