Explore tens of thousands of sets crafted by our community.
IRA Withdrawal Rules
10
Flashcards
0/10
Under age 59½ withdrawal
Early withdrawal penalty
Age 59½ to 70½
Regular income taxation
Age 70½ or older
Required minimum distributions (RMDs)
Roth IRA qualified distribution
Tax-free withdrawal
Non-deductible IRA contribution
Basis in IRA
Roth IRA early non-qualified distribution
Earnings subject to taxes and penalties
Excess IRA contribution
Tax consequences for over-contribution
SEP IRA contributions by employer
Tax deduction for the employer
Inherited IRA from a non-spouse
Distribution rules and taxation
Backdoor Roth IRA conversion
Conversion tax implications
© Hypatia.Tech. 2024 All rights reserved.