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2. 7 key IRA withdrawal dates for taxpayers: How to take ... - AOL

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

   According to the IRS, the payments must be “substantially equal” and must be based on the life expectancy of the beneficiary. But the plan has some other significant requirements, says Jones.

3. Required minimum distribution - Wikipedia

   en.wikipedia.org/wiki/Required_minimum_distribution

   Required minimum distributions (RMDs) are minimum amounts that U.S. tax law requires one to withdraw annually from traditional IRAs and employer-sponsored retirement plans and pay income tax on that withdrawal. In the Internal Revenue Code itself, the precise term is "minimum required distribution". [1]

4. This Secret IRS Loophole Lets You Reduce Your Retirement Taxes

   www.aol.com/secret-irs-loophole-lets-reduce...

   There's a trick amongst financial advisors that's rarely discussed in the public, and it can reduce the tax you pay on 401(k) distributions after retirement. It's called variable life insurance ...

5. 401(k) Withdrawals Made Simple: What Age Can You Go Tax-Free?

   www.aol.com/401-k-withdrawals-made-simple...

   Buying a home: The IRS allows up to $10,000 in tax-free withdrawals for first-time homebuyers. Disaster recovery: If you need financial help after a natural disaster, you can withdraw up to $22,000.

6. Internal Revenue Code section 79 - Wikipedia

   en.wikipedia.org/wiki/Internal_Revenue_Code...

   Insurance cash values may provide tax-free income as long as the policy is kept in force and withdrawals do not exceed the cost basis; A section 79 plan may be used for the following applications Group life insurance benefits; Deductible insurance to fund estate planning needs of the business owner

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. Retirement Withdrawal Strategies: Maximize Savings and ... - AOL

   www.aol.com/finance/retirement-withdrawal...

   Tax-Efficient Withdrawal Strategies You do not want to lose the purchase power of your money over time. Implementing tax-efficient withdrawal strategies will help you maximize your retirement savings.

9. The IRS wants you to know about a simple way to access ... - AOL

   www.aol.com/finance/irs-wants-know-simple-way...

   Thanks to the Setting Every Community Up for Retirement Enhancement Act (SECURE Act 2.0), Americans can now withdraw up to $1,000 from tax-advantaged retirement plans without incurring the ...