不符合IRS 55 year old rule

来源: caren 于 2023-12-13 17:34:53 [] [旧帖] [给我悄悄话] 本文已被阅读： 次 (1376 bytes)
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回答: 那你肯定不能withdraw money without 10% penalty 由 caren 于 2023-12-13 17:33:43

What Is the Rule of 55?

Under the terms of this rule, you can withdraw funds from your current job’s 401(k) or 403(b) plan with no 10% tax penalty if you leave that job in or after the year you turn 55. (Qualified public safety workers can start even earlier, at 50.) It doesn’t matter whether you were laid off, fired, or just quit.

所有跟帖： 

• 谢谢。自己辞职不干了也满足吗? -mm6799- ♀ 给 mm6799 发送悄悄话 (0 bytes) () 12/13/2023 postreply 17:58:25

• It doesn’t matter if you were laid off, fired, or just quit -caren- ♀ 给 caren 发送悄悄话 (0 bytes) () 12/13/2023 postreply 18:11:33

• 谢谢 -mm6799- ♀ 给 mm6799 发送悄悄话 (0 bytes) () 12/13/2023 postreply 18:18:05

• 你不工作，收入低，可以利用2026前税低的机会，把钱转到IRA， 再转到Roth。这样没有罚款 -start2020- ♀ 给 start2020 发送悄悄话 start2020 的博客首页 (0 bytes) () 12/13/2023 postreply 18:46:20

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