Death or Disability of the Participant
Distributions on the death or disability of the participant.
Substantially Equal Periodic Payments
Distributions after separation from service in the case of a retirement plan or from an IRA that are part of a substantially equal periodic payments over the life of the participant or the joint lives of the participant and beneficiary.
Separation of Service Upon Reaching Age 55
Distributions after separation of service, provided the separation occurred during or after the calendar year in which the participant reached age 55.
Nonparticipant Distribution Pursuant to a QDRO
Distributions to a nonparticipant under a qualified domestic relations order (QDRO)
Amounts For Deductible Medical Expenses
Distributions not exceeding deductible medical expenses, determined without regard as to whether deductions are itemized.
Dividends From ESOPS
Certain distributions by Employer Stock Ownership Plans (ESOPs) of dividends on employer securities.
Distributions made on account of an IRS levy against the participant's account.
Qualified Hurricane or Recovery Assistance
Qualified hurricane or recovery assistance distributions.
Qualified Reservist Distributions
Qualified reservist distributions.
Prudence dictates discussing contemplated premature distributions with your tax advisor before actually making such distributions.
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