Tag Archives: 72(t)

Denise ApplebySubstantially Equal Periodic Payments (A Doorway to Penalty Free Distributions)

Denise Appleby (Jul 09, 2011)

by Denise Appleby, CISP, CRC, CRPS, CRSP, APA Generally, taxable distributions from IRAs, qualified plans or 403(b) accounts are subject to a 10% excise tax (early distribution penalty), if the distribution occurs before the owner reaches age 59 ½. However, … Continue reading

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