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401k withdrawals Yes, the only part that's missing from what you wrote is that your company has to be willing to make partial distributions from your 401k. Mine is not--it's all or nothing with them. :nonono: The bums.

Comparing companies Yes, I've been comparing websites for a variety of providers and Fidelity has an edge. It's easy to navigate, has lots of clear information and appears to let you do most of what you'd want to do with an IRA online, which is important to me. Thanks for pointing me their way.

Yes, I read through most of that publication yesterday and learned a lot. I'm beginning to think I need to change my strategy and roll both my 401k and my pension into an IRA and then take 72(t) payments for 5 years. That may require me to work a little during the next few years, but not much...

401k withdrawals I read that distributions directly from an employee's 401K were exempt from the tax, unfortunately my plan does not allow partial distributions of its 401K, so that's not an option that will be available to me.

Will work... if I need to Yes, I have a 401k (that needs time to recover), and can work if I need to, but I prefer to retain that as an option, not a necessity. I also know my budget will be able accommodate the 10% tax, if it needs to--I just don't want to pay it, if I can find a legal way...

I THOUGHT I was getting closer I had come to the conclusion that the 5pc immediate annuity I plan to buy with my pension was going to be subject to the 10% penalty tax (turning 55 and retiring this year & "roughly equal payments" are too little $), when I read this on Immediate Annuities -...

I'm happy to find myself among like-minded souls. Thanks in advance for whatever advice you may offer. I live in Southern California, am married with grown children. and am turning 55 on March 8th, 2009. My husband will be 52 in May. I have a tax question about rolling my pension (not my...