401-k early withdrawal penalty exception.

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t...@tule-taxsavings.com

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Mar 29, 2023, 1:38:40 PM3/29/23
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Hello,

 

There's no early withdrawal penalty exception (such as medical reasons) for a 401-K plan, doesn't it? 

 

Thank you,

 

Tu

 

Tu Le, EA
 Phone: 707-566-6931

Lee Reams

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Mar 29, 2023, 2:51:23 PM3/29/23
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There is, and the BB includes a chapter devoted to exceptions.  There’s even a chart on page one that lists the possibilities…Lee



Screenshot 2023-03-29 at 11.48.10 AM.png



Screenshot 2023-03-29 at 11.48.32 AM.png








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Lee Reams Sr., BSME, EA
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t...@tule-taxsavings.com

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Mar 29, 2023, 4:25:19 PM3/29/23
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Thank you very much, Lee.

To view this discussion on the web visit https://groups.google.com/d/msgid/clientwhysconnect/48107512-A1B5-4DAF-86EC-ECD44626F373%40clientwhys.com.

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