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Financial Planning / Tax Strategies


Subject:  Re: Penalty for early distribution from Simple I Date:  9/13/2011  6:51 PM
Author:  vkg Number:  113967 of 133018

are there any exceptions?

if the funds are used to pay medical bills or education expenses?

(i seem to recall Steven had some recent big medical bills and is going to school)

There are exceptions, and referencing Publication 590 to see if any apply would be a good idea.
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