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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

    Taking a distribution from a tax-qualified retirement plan, such as a 401(k), prior to age 59½ is generally subject to a 10 percent early withdrawal tax penalty. However, the IRS rule of 55 may ...

  3. What Is the Rule of 55, and How Does It Work? - AOL

    www.aol.com/news/rule-55-does-155449580.html

    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 ...

  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. 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 ...

  6. 401(k) withdrawal rules: What to know before cashing out ...

    www.aol.com/finance/what-are-401k-withdrawal...

    As an example, if you are in the 24% tax bracket and you withdraw funds from your 401(k) early, you should expect to owe approximately 34% — 24% tax bracket plus 10% penalty — on the ...

  7. How to withdraw money from a 401(k) early - AOL

    www.aol.com/finance/withdraw-money-401-k-early...

    But you’ll owe ordinary income tax and a 10% penalty if you withdraw earnings (i.e. gains and dividends your investments made inside the account) from your Roth 401(k) prior to age 59 1/2.

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

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

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  9. 8 ways to take penalty-free withdrawals from your IRA or 401(k)

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    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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