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Tag Archives: IRA
Substantially Equal Periodic Payments (A Doorway to Penalty Free Distributions)
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
Posted in 401(k), Distributions, IRA Cataegories, Penalties
Tagged 401(k), 72(t), Distribution, Early Distribution Penalty, IRA, SEPP
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Naming Your IRA or 401k Beneficiary In Your Will May Not Work
By Denise Appleby, CISP, CRC, CRPS, CRSP, APA If you named your Will as the beneficiary of your IRA, 401(k), 403(b) or other retirement account, including stating “As per my Will” or “Will” on your beneficiary designation form, you need … Continue reading
Posted in 401(k), Beneficiary Forms, IRA Cataegories
Tagged 401(k), Beneficiary Form Errors, Beneficiary Forms, IRA
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