withdrawal penalties

403(b) unusual withdrawal scenarios (hardship, penalties, IRS)

Have you ever found yourself facing an unexpected financial crunch and wondered if tapping into your 403(b) retirement savings early is an option? Navigating unusual withdrawal scenarios from a 403(b)—especially when hardship, penalties, and IRS rul…

King of Hacks•

Nonqualified annuity withdrawal traps (taxation, LIFO, penalties)

Have you ever wondered why withdrawing money from a nonqualified annuity might cost more than you expected? It’s a common pitfall that many investors face without realizing the complicated tax rules, LIFO accounting method, and potential penalties l…

King of Hacks•
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