The Motley Fool Discussion Boards

Previous Page

Investing/Strategies / Retirement Investing


Subject:  Exicise tax avoidance and IRA distributions Date:  4/23/1998  7:14 PM
Author:  DrMerlot Number:  3003 of 78168

Dear Pixy or Kat
On my path to enlightenment and financial bliss, I have come to a crossroads. I would like to make
my life easier by retiring in stages. I am under 59 1/2 and have been trying to understand the
exceptions to the 10% additional tax and the annuity distribution method. In figuring out my
minimum distribution from my IRA, as part of the life expectancy method, I have looked up the division factors for both single and joint survival. To make some decision regarding which factor and when, I hope
get an answer to this query:

If the life exp