Lisa Smith 🛵
Region: US
Thursday 11 June 2026 16:43:01 GMT
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vinnman :
That is 100% wrong…. It’s 59 1/2.
2026-06-16 01:20:09
17
Sharon J :
Rule of 55: No early retirement withdrawal penalties, But there could still be tax penalties if it’s before 59.5.
2026-06-15 13:25:18
19
John :
I’ll pay the 10% penalty. I want my money now. I’m not sure why they care if you take your money or not if they are charging you 10% penalty
2026-06-29 21:34:20
0
shawn Winkelman :
What about a 403B? When can i withdraw
2026-06-27 03:03:03
5
Gina Merlino :
but you're still going to get taxed on the money.
2026-06-15 00:55:47
12
Dawn❌ :
Not always true. Not all companies do this. I worked for a large company and they did not. You should mention that in your video and tell people to check first so they aren’t hit with unexpected tax ramifications.
2026-06-22 18:26:04
4
lisa c :
Still getting taxed
2026-06-15 01:55:28
5
userTK2GEN❌️ :
Thought 59.5
2026-06-14 19:33:09
6
Christy (the real one) :
Yes. I called- No 10% penalty BUT you still would have the early withdrawal penalty which is 20%.
2026-06-24 14:25:28
4
dkougs :
what if I already moved it to a Roth IRA
2026-06-15 02:41:54
3
Jasper 2005 :
not in Illinois!!!!!!
2026-06-15 14:46:59
5
BlousieGirl :
I believe this is discretionary based on the company’s plan design. Not across the board. Let me know if you agree!
2026-06-26 17:32:36
3
Johnny_chi :
Can I withdraw it all in the year I turn 55 and can I buy an STR and offset the taxes with the bonus depreciation form the property?
2026-06-13 19:36:30
2
KJ777 :
Does that also work for a simple IRA?
2026-06-23 03:07:14
1
user5093341692612 :
Why would I do this?
2026-06-25 16:15:11
2
MacAdousious :
I took money at 56 just now and got hit hard
2026-06-22 00:55:48
2
mklowery1 :
Damn 57 now
2026-06-16 02:09:02
3
L :
Thank you for this information
2026-06-24 10:40:26
2
Pizzaguy701 :
Only 10,000.
2026-06-17 03:54:52
2
Karen Jone330 :
59 1/2
2026-06-15 15:28:43
3
Greg Harris :
55 years of age but you have to have 25 years of service at your job.
2026-06-16 06:11:01
2
Clint :
What is the point of that rule?
2026-06-26 01:52:26
3
❌Theresa Ben❌ :
Does this work on a new job you roll over your 401k to this employer
2026-06-15 03:18:08
3
user8264757497638 :
I’m too late I m almost 58
2026-06-15 00:21:04
4
Lisa B. :
Does that only apply to that year? Leaving shortly at 58, does that still apply?
2026-06-12 02:01:08
4
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