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Posted

I am curious is anyone has had this question.

Would you consider a 5 Wheeler a primary residence under the Safe Harbor Withdrawal guidelines?

The vendor is stating it would be a primary residence.

I always thought a primary home had to have a physical address.

Thanks!

Posted

Home is where the heart is. If that's their primary residence, I think it would qualify but I have no specific additional cite to add other than the actual term "primary residence".

Posted

Code Section 72(t) cross references to Section 121 re the principal residence for purposes of a first time homebuyer exception to the premature distribution penalty from IRAs. That's probably as close to a cite as there is. 121 refers to "property" and "residence", but no where does it refer to "real property".

I know for purposes of the mortgage interest deduction for a 2nd home, RVs and boats can qualify if they have facilities for sleeping, food preparation and toilet facilities.

So without any specific research I'd say a 5th wheel rig probably could qualify as a primary residence if in fact that is where the participant will live most of the time.

I carry stuff uphill for others who get all the glory.

Posted

OK, I'll show my ignorance. I know what a "4-wheeler" is, what a "fifth wheel" is, but don't know the term "five wheeler".

I'm a retirement actuary. Nothing about my comments is intended or should be construed as investment, tax, legal or accounting advice. Occasionally, but not all the time, it might be reasonable to interpret my comments as actuarial or consulting advice.

Posted

ALL Tractor Trailers you see are known as 5th wheelers. It has to do with the plate on the truck mated with the pin on the trailer. Not a trailer hitch by the bumper, but a plate mounted in the bed of the truck.

Posted

OK, I'll show my ignorance. I know what a "4-wheeler" is, what a "fifth wheel" is, but don't know the term "five wheeler".

I thought the same thing and assumed he used the wrong term.

As far as I know there is no such thing as a five wheeler. The correct term is 5th wheel.

For those who are interested in a little history the term comes from the horse drawn wagon days

http://en.wikipedia.org/wiki/Fifth_wheel_coupling.

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