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URL:  https://boards.fool.com/my-question-is-other-than-the-10-uncle-sugar-11680107.aspx

Subject:  Re: EARLY Retirement Date:  12/18/1999  4:00 PM
Author:  TheBadger Number:  16566 of 90421

My question is, other than the 10% Uncle Sugar penalty on earlier withdraw, am I missing something?

YES. You can actually avoid the 10% surtax (leaving regular federal & usually state income tax to be paid) by making a ยง72(t)(2)(A)(iv) "substantially equal periodic payments" election. You should get Pubd 575 & 590 and Notice 89-25 and study them thoroughly.

The Badger





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