不符合IRS 55 year old rule

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： 

• 謝謝。自己辭職不幹了也滿足嗎? -mm6799- ♀ (0 bytes) () 12/13/2023 postreply 17:58:25

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

• 謝謝 -mm6799- ♀ (0 bytes) () 12/13/2023 postreply 18:18:05

• 你不工作，收入低，可以利用2026前稅低的機會，把錢轉到IRA， 再轉到Roth。這樣沒有罰款 -start2020- ♀ (0 bytes) () 12/13/2023 postreply 18:46:20