Скачать или смотреть Exceptions to the 10% Early Withdrawal Penalty

Are you considering making an early withdrawal or early distribution from your IRA? If you want to avoid the 10% early withdrawal penalty normally levied on an early withdrawal from IRA funds, there are a limited number of ways in which you can do that. In this video we will explore what options might be available to you as an early withdrawal exception. Those can range from financial hardship to purchasing your first home or even having or adopting a child. The amounts available to you vary depending upon the circumstance of your exception and often have some sort of requirements for verification or attestation that you have used the funds as intended. Before you make any moves to access retirement accounts early, make sure you understand all the ramifications because those are decisions that cannot typically be reversed.

https://www.irs.gov/retirement-plans/...

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**Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.
All episodes recorded prior to August 16, 2023 were recorded while we were registered at a previous RIA. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. The information and opinions in these videos are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Advisors Excel. They are given for informational purposes only and are not a solicitation to buy or sell the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice to meet the particular needs of an individual's situation. 00941522 06/21