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Retirement Intermediate: Retirement Withdrawals

Introduction to Retirement Withdrawals What Is a Retirement Plan? What Are the Tax Implications of Retirement Plan Distributions? When Can You Take Distributions from a Retirement Plan? When Must You Start Taking Retirement Plan Distributions? How Can You Take Distributions from a Retirement Plan? What Are Annuity Distribution Methods? Summary of Retirement Withdrawals
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Summary of Retirement Withdrawals

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Summary of Retirement Withdrawals

In return for the tax breaks available for retirement plans, the Internal Revenue Code has a plethora of rules and regulations that determine when and how much you are allowed to take from your plan. In addition, how you time your distributions can have a considerable impact on how much you are taxed.

Remember that retirement plans are for retirement—premature withdrawals may lead to severe tax consequences.

What you have learned

  1. What Is a Retirement Plan?
  2. What Are the Tax Implications of Retirement Plan Distributions?
  3. When Can You Take Distributions from a Retirement Plan?
  4. When Must You Start Taking Retirement Plan Distributions?
  5. How Can You Take Distributions from a Retirement Plan?
  6. What Are Annuity Distribution Methods?

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