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3. Workplace retirement plans have an RMD exception. If you have a retirement plan at work, such as a 401(k) or 403(b), there’s an important RMD exception.
A 403(b) is the retirement planning vehicle used by not-for-profit or other tax-exempt employers of nurses, ... 403(b) rules may be more flexible than 401(k) early withdrawal rules.
Early withdrawal penalties: Withdrawals from a 403(b) plan before age 59 ½ are subject to a 10 percent early withdrawal penalty in addition to the potential for income tax.
The Employee Retirement Income Security Act (ERISA) does not require 403(b) plans to be technically "qualified" plans (i.e., plans governed by U.S. Tax Code 401(a)), but 403(b) plans have the same general appearance as qualified plans. While the option is available it is not known how prevalent or if any 403(b) plan has been started or amended ...
Roth 401(k) plans and Roth 403(b) plans are no longer subject to RMD rules Designated Roth accounts in 401(k) and 403(b) plans were subject to RMD rules in 2023, but that changed in 2024 due to ...
A Roth 403(b) plan is one type of tax-advantaged, employer-sponsored retirement savings account that combines elements of a Roth IRA and a traditional 403(b). While these plans share some ...