daylatedollarshort
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
- Joined
- Feb 19, 2013
- Messages
- 9,358
Good luck on your plans, tmm99.
One last comment - DH's plan was with Fidelity and they had the plan documents online to review plus retirement plan reps that could answer all of these kinds of questions for us. I don't think you need a special 55 rule per se, just the ability to make periodic or annual withdrawals post separation at age 55 or later.
The IRS rules govern whether the money could be withdrawn penalty free, the plan would govern whether or not you can make periodic withdrawals.
One last comment - DH's plan was with Fidelity and they had the plan documents online to review plus retirement plan reps that could answer all of these kinds of questions for us. I don't think you need a special 55 rule per se, just the ability to make periodic or annual withdrawals post separation at age 55 or later.
The IRS rules govern whether the money could be withdrawn penalty free, the plan would govern whether or not you can make periodic withdrawals.
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