Personalized service — peace of mind.

Withdrawing Before Age 59.5

What Happens If I Withdraw Money from My Tax-Deferred Investments Before Age 59½? Withdrawing taxable funds from a tax-deferred retirement account before age 59½ generally triggers a 10% federal income tax penalty, on top of any federal income taxes due. (Distributions from Section 457(b) plans are generally not subject to an early distribution penalty; and the […]


WordPress Video Lightbox