Ed Slott and Company, LLC |

 

5 Things You Must Know about the Age-55 Rule

The pandemic has upended the workplace and caused many people to rethink their career path. For some older workers this may mean considering early retirement. For those workers, access to retirement savings can be key, and avoiding early distribution penalties is critical. While most distributions taken from a retirement account before age 59 ½ are subject to an early distribution penalty, the tax code carves out an exception for distributions from certain employer plans taken by those who are age 55 or older in the year they separate from employment. Here are 5 things you must know about the age-55 rule. Read More

Consumers - We want your questions!

Email your questions to us at mailbag@irahelp.com. Selected questions will be featured every Thursday in the Slott Report.

The New Retirement Savings Time Bomb

A complete action plan to help you make sure your 401(k)s, IRAs, and retirement savings aren’t depleted by taxes by the time you need to use them.

Learn More

What is an Elite IRA Advisor?

Ed Slott, CPA | Amer...

Why You Should Atten...

The Benefits of Work...

Ed Slott Explains Ho...

What Makes an Elite ...

Ed Slott gives his V...

 

Find members of Ed Slott's Elite IRA Advisor GroupSM in your area.
We neither keep nor share your information entered on this form.
 

I agree to the terms and services:

You may review the terms and conditions here.