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https://www.forbes.com/advisor/retirement/rule-of-55-retirement/

The rule of 55 is an IRS guideline that allows you to avoid paying the 10% early withdrawal penalty on 401(k) and 403(b) retirement accounts if you leave your job during or after the calendar year you turn 55.


6 posted on 09/09/2021 7:43:31 AM PDT by smoky415
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To: smoky415

Confirmed. My wife retired at age 55 with no penalty pulling from her 401k. The same for 403b’s and 457’s. 457’s have a special withdrawal rule if it’s a government job (federal or local): you can withdraw from it at any age without penalty after leaving work there. 457’s that aren’t government jobs (I.e. church employees) don’t have that special rule. They have the age 55 and age 59.5 rules that 401k’s and 403b’s have.


49 posted on 09/09/2021 10:07:38 AM PDT by Tell It Right (1st Thessalonians 5:21 -- Put everything to the test, hold fast to that which is true.)
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