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  2. What is the rule of 55 and how does it work? - AOL

    www.aol.com/finance/rule-55-does-162351698.html

    However, the IRS rule of 55 may allow you to receive a distribution in the year you reach age 55 or later (and before age 59½) without triggering the early penalty if your plan provides for such ...

  3. 7 key IRA withdrawal dates for taxpayers: How to take ... - AOL

    www.aol.com/finance/7-key-ira-withdrawal-dates...

    The age to avoid early withdrawal penalties. ... The Roth IRA five-year rule says you can only withdraw earnings tax-free from your Roth IRA once it’s been at least five years since the tax year ...

  4. How Can I Tell If the Rule of 55 Applies to My Retirement ...

    www.aol.com/does-rule-55-apply-retirement...

    Employer-sponsored, tax-deferred retirement plans like 401(k)s and 403(b)s have rules about when you can access your funds. As a general rule, if you withdraw funds before age 59 ½, you'll ...

  5. What Is the Rule of 55 for Retirement? - AOL

    www.aol.com/finance/rule-55-retirement-180901303...

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  6. Roth IRA Withdrawals: Avoid Penalties and Maximize Your ... - AOL

    www.aol.com/roth-ira-withdrawals-avoid-penalties...

    Requirement. Qualified Withdrawal. Non-Qualified Withdrawal. Age. 59½ or older. Under 59½. 5-Year Rule. Account open for five years. Account open for less than five years

  7. Substantially equal periodic payments - Wikipedia

    en.wikipedia.org/wiki/Substantially_equal...

    The rules for SEPPs are set out in Code section 72(t) (for retirement plans) and section 72(q) (for annuities), and allow for three methods of calculating the allowed withdrawal amount: Required minimum distribution method, based on the life expectancy of the account owner (or the joint life of the owner and his/her beneficiary) using the IRS ...

  8. Ask an Advisor: What Steps Should I Take With My ... - AOL

    www.aol.com/ask-advisor-retirement-accounts...

    A particularly powerful planning factor to consider is your age and whether or not your plan allows for penalty-free withdrawals at 55. This “rule of 55” is a major benefit if you retire ...

  9. 8 ways to take penalty-free withdrawals from your IRA ... - AOL

    www.aol.com/finance/8-ways-penalty-free...

    The same rules apply to a Roth 401(k), but only if the employer’s plan permits. In certain situations, a traditional IRA offers penalty-free withdrawals even when an employer-sponsored plan does ...

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