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2. Substantially Equal Periodic Payments (SEPP), explained - AOL

   www.aol.com/finance/substantially-equal-periodic...

   However, early retirees can still access their funds by taking what is known as substantially equal periodic payments (SEPP) in an IRA, 401(k), 403(b) or other qualified retirement account without ...

3. A new law lets you pull $1,000 from your retirement fund for ...

   www.aol.com/finance/now-tap-retirement-account-1...

   But a recent change in tax law makes it easier than ever to tap into your retirement account for $1,000 in case of emergency, penalty-free. Typically, an early withdrawal from a tax-advantaged ...

4. I'm 58 years old and plan to retire in a year, but suddenly ...

   www.aol.com/finance/im-58-years-old-plan...

   Early retirement could work out well There are certain challenges that come with retiring at age 58. For one thing, if you need cash, you may be subject to a 10% penalty for an early IRA or 401(k ...

5. 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 ...

6. Can You Escape Taxes on Your Lump Sum Pension Payout? - AOL

   www.aol.com/seniors-heres-avoid-taxes-lump...

   Even if you plan on rolling over your pension payout, some companies withhold 20% for potential federal tax liabilities. This occurs when the pension company sends you a check for your pension payout.

7. 8 ways to take penalty-free withdrawals from your IRA or 401(k)

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   In most circumstances, taking an early withdrawal from your 401(k) or IRA will result in an additional 10 percent penalty on top of income taxes. There are instances where the penalty is waived ...

8. I’m a Tax Expert: 8 Mistakes Retirees Should Avoid When Filing

   www.aol.com/m-tax-expert-8-mistakes-130025061.html

   The Internal Revenue Service (IRS) requires anyone 73 or older to take the required minimum distribution (RMD) from tax-deferred retirement accounts. This includes IRA and 401(k) accounts.

9. Here's How You Can Tap Your 401(k) Early -- Without a ... - AOL

   www.aol.com/heres-tap-401-k-early-103600465.html

   But you should also know that there may be a way to access your 401(k) penalty-free prior to age 59 1/2. It's called the rule of 55 and may be something you can use to your advantage. How the rule ...