• 10 Penalty-Fee Withdrawal Options For Retirement Plans, #240

  • 2025/02/11
  • 再生時間： 15 分
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10 Penalty-Fee Withdrawal Options For Retirement Plans, #240

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  • When it comes to retirement plans, the general rule is that you can’t access funds in your retirement account(s), without penalty, until age 59 ½. If you withdraw funds prior to 59 ½, you’ll get hit with a 10% penalty and income tax (if coming from a non-Roth account). But there are some instances in which you can make withdrawals penalty-free. We’ll dive into this in this episode of Retire with Ryan.

    You will want to hear this episode if you are interested in...
    • [0:55] Why you should hire a fee-only financial advisor
    • [2:32] When can you access retirement accounts?
    • [3:20] Way #1: Pay for unreimbursed medical expenses
    • [4:18] Way #2: If you become disabled
    • [4:53] Way #3: Pay for health insurance premiums
    • [5:43] Way #4: Death
    • [6:23] Way #5: Pay debt to the IRS
    • [6:50] Way #6: First-time home buyer
    • [7:34] Way #7: Higher education expenses
    • [8:31] Way #8: Substantial and equal payments
    • [9:52] Way #9: Terminal illness
    • [10:19] Way #10: Separation of service
    Resources Mentioned
    • Retirement Readiness Review
    • Subscribe to the Retire with Ryan YouTube Channel
    • Download my entire book for FREE
    • Getting Emergy Money from Your 401K
    • Breaking Down the IRS’s New Finalized Regulations on Inherited Retirement Accounts
    Connect With Morrissey Wealth Management

    www.MorrisseyWealthManagement.com/contact



    Subscribe to Retire With Ryan
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あらすじ・解説

When it comes to retirement plans, the general rule is that you can’t access funds in your retirement account(s), without penalty, until age 59 ½. If you withdraw funds prior to 59 ½, you’ll get hit with a 10% penalty and income tax (if coming from a non-Roth account). But there are some instances in which you can make withdrawals penalty-free. We’ll dive into this in this episode of Retire with Ryan.

You will want to hear this episode if you are interested in...
  • [0:55] Why you should hire a fee-only financial advisor
  • [2:32] When can you access retirement accounts?
  • [3:20] Way #1: Pay for unreimbursed medical expenses
  • [4:18] Way #2: If you become disabled
  • [4:53] Way #3: Pay for health insurance premiums
  • [5:43] Way #4: Death
  • [6:23] Way #5: Pay debt to the IRS
  • [6:50] Way #6: First-time home buyer
  • [7:34] Way #7: Higher education expenses
  • [8:31] Way #8: Substantial and equal payments
  • [9:52] Way #9: Terminal illness
  • [10:19] Way #10: Separation of service
Resources Mentioned
  • Retirement Readiness Review
  • Subscribe to the Retire with Ryan YouTube Channel
  • Download my entire book for FREE
  • Getting Emergy Money from Your 401K
  • Breaking Down the IRS’s New Finalized Regulations on Inherited Retirement Accounts
Connect With Morrissey Wealth Management

www.MorrisseyWealthManagement.com/contact



Subscribe to Retire With Ryan
続きを読む 一部表示

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