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Early Withdrawal Exceptions

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Manage episode 485311526 series 2280163
Content provided by Westwood One Podcasts and Cumulus Providence. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Westwood One Podcasts and Cumulus Providence or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Over the years the IRS has added more and more exceptions to the IRA early withdrawal penalty, and although we always encourage savings discipline, under certain circumstances having the ability to access your money can make a world of difference. Donna and Nathan discuss the various exceptions to the 10% IRA early withdrawal penalty, and how to know if you qualify. Also on MoneyTalk, the problem with spending too little in retirement, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 5/22/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

See omnystudio.com/listener for privacy information.

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100 episodes

Artwork
iconShare
 
Manage episode 485311526 series 2280163
Content provided by Westwood One Podcasts and Cumulus Providence. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Westwood One Podcasts and Cumulus Providence or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Over the years the IRS has added more and more exceptions to the IRA early withdrawal penalty, and although we always encourage savings discipline, under certain circumstances having the ability to access your money can make a world of difference. Donna and Nathan discuss the various exceptions to the 10% IRA early withdrawal penalty, and how to know if you qualify. Also on MoneyTalk, the problem with spending too little in retirement, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 5/22/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

See omnystudio.com/listener for privacy information.

  continue reading

100 episodes

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