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educational withdrawals from 72t plans


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Guest Vernon Bates
Posted

can withdrawals be made from a traditional ira that is

set up on equal monthly withdrawals on the 72t plan?

Posted

The answer is no. If you go off the plan for any reason other than death or disability, you owe the 10% penalty on all money taken out.

Barry Picker, CPA/PFS, CFP

New York, NY

www.BPickerCPA.com

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