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

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

   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 ...

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. IRA Early Withdrawal Rules and Penalties for 2024 - AOL

   www.aol.com/ira-early-withdrawal-rules-penalties...

   Traditional, Rollover and SEP IRAs share the same early withdrawal rules. Generally, unless you meet the criteria for an exception, the IRS penalizes withdrawals before age 59 1/2 with a 10% fee.

5. Required minimum distribution - Wikipedia

   en.wikipedia.org/wiki/Required_minimum_distribution

   This is an overview of rules based on Internal Revenue Code Section 401(a)(9). The rules are detailed at Treas. Regs. 1.401(a)(9)-1 to -9 and 1.408-8. [7] The nonspouse rollover rules were passed in Section 829 of the Pension Protection Act of 2006 and interpreted by IRS Notice 2007-7, 2007-5 IRB 1.

6. 7 key IRA withdrawal dates for taxpayers: How to take ... - AOL

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

   You can roll over a 401(k) employer-sponsored retirement plan to an IRA or otherwise transfer an IRA, and you typically have 60 days to get it from one account to another.

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. 7 Saving and Retirement Rule Changes for 2025 - AOL

   www.aol.com/lifestyle/7-saving-retirement-rule...

   IRA contribution limits will not increase in 2025; they remain at $7,000. If you’re over 50, you qualify for an additional $1,000 catch-up, giving you a total contribution of $8,000 in 2024 or 2025.

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

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

   Here’s how the rule of 55 can help you take an early distribution from your 401(k) or 403(b).