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Retirement Planning
Chapter 8: IRAs & Roth IRAs/EXCEPTIONS TO 10% EARLY WITHDRAWAL PENALTY –
Warren Academy Course SyllabusSyllabus Slides
Chapter Study Session

Chapter 8: IRAs & Roth IRAs

EXCEPTIONS TO 10% EARLY WITHDRAWAL PENALTY –

01.Core Concepts

IRA ONLY Distributions on account of: • Higher education expenses • First-time home purchase (up to $10,000) • Payment of health insurance premiums by unemployed • Corrective distribution of earnings on excess contributions (added by SECURE 2.0 Act)