Listen "Early Withdrawal Exceptions"
Episode Synopsis
Over the years the IRS has added more and more exceptions to the IRA early withdrawal penalty, and although we always encourage savings discipline, under certain circumstances having the ability to access your money can make a world of difference. Donna and Nathan discuss the various exceptions to the 10% IRA early withdrawal penalty, and how to know if you qualify. Also on MoneyTalk, the problem with spending too little in retirement, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 5/22/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.
More episodes of the podcast Don Sowa's MoneyTalk
In Gold We Trusted
17/10/2025
Weighing Your Interests
16/10/2025
Estate Planning: Laying the Foundation
16/10/2025
Retirement Fails
14/10/2025
An Array of Tax Treatments
14/10/2025
The HSA: A Tax Unicorn
14/10/2025
Our Economy in Perspective
09/10/2025
Sharing the Wealth
08/10/2025
Contradictions in Our Financial Behavior
07/10/2025
Rise of the Non-Taxpayer
07/10/2025