Search found 2 matches

by ronh999
Thu Jan 15, 2015 10:15 pm
Forum: General questions and comments
Topic: Early IRA Withdrawal - 5 Substantially Equal Payments
Replies: 2
Views: 2931

Re: Early IRA Withdrawal - 5 Substantially Equal Payments

Thanks much for the response. That works pretty well. Suggestion if you like, may be to provide an additional input that would override funds to be used from a specific source, like tax deferred. This would override the default action for taking withdrawals which always takes taxable first. If that ...
by ronh999
Thu Jan 01, 2015 8:05 pm
Forum: General questions and comments
Topic: Early IRA Withdrawal - 5 Substantially Equal Payments
Replies: 2
Views: 2931

Early IRA Withdrawal - 5 Substantially Equal Payments

Hi, appreciate the use of this tool. I was wondering if there is a way to enter an early (non-penalty) IRA withdrawal of 5 equal payments as allowed by the IRS. I would expect to see the system take funds out of the tax deferred account for the 5 years for the amount and the difference come from the...