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2. What is the rule of 55 and how does it work? - AOL

   www.aol.com/finance/rule-55-does-162351698.html

   However, the IRS rule of 55 may allow you to receive a distribution in the year you reach age 55 or later (and before age 59½) without triggering the early penalty if your plan provides for such ...

3. How to roll over your 401(k) in 5 easy steps

   www.aol.com/finance/roll-over-401-k-5-175006857.html

   A 401(k) rollover is when you direct the transfer of the money in your 401(k) plan to a new 401(k) plan or IRA. The IRS gives you 60 days from the date you receive an IRA or retirement plan ...

4. 401(k) withdrawal rules: What to know before cashing out ...

   www.aol.com/finance/what-are-401k-withdrawal...

   If a 401(k) plan participant leaves their employer in the year they turn 55 or older and they leave the 401(k) plan assets in the plan, they may be able to access their 401(k) without the 10% tax ...

5. Required minimum distribution - Wikipedia

   en.wikipedia.org/wiki/Required_minimum_distribution

   Under the 5-year rule, the entire account balance must be withdrawn over a 5-year period. The rule does not require a certain amount each year, or an even division between the five years. However, with the 5-year distribution method, the entire remaining balance becomes a required distribution in the fifth year.

6. Form 1099-R - Wikipedia

   en.wikipedia.org/wiki/Form_1099-R

   The taxable amount will be zero if the entire distribution is any of the following: [1] A direct rollover (other than an IRR) from a qualified plan, a section 403(b) plan, or a governmental section 457(b) plan to another such plan or to a traditional IRA; A direct rollover from a designated Roth account, such as a Roth 401(k), to a Roth IRA;

7. The IRS Just Updated the Required Minimum Distribution (RMD ...

   www.aol.com/irs-just-updated-required-minimum...

   Anyone born in 1959 should plan to start RMDs at age 73 The Secure 2.0 Act increased the RMD age from 72 to 73 starting in 2023 and then upped it again to 75 in 2033. However, this created an ...