JustAnswer > Finance
Ask A Question|Register|Login|Help
JustAnswer

Finance

Ask a Finance Question, Get an Answer ASAP!

Have your own Finance question?

3 Financial Professionals are Online Now
characters left:
Not a Finance Question?

Related Finance Topics:

  • Irs
  • ,
  • Ira
  • ,
  • Pay
  • ,
  • Tax
  • ,
  • 401k
  • ,
  • Taxes
  • ,
  • Income
  • ,
  • Company
  • ,
  • Required
  • ,
  • Investment
Bookmark and Share

Question

My employment was terminated on Sept-1st, can i withdraw my 401K under hardship clause without paying 10% penalty

Submitted: 51 days and 22 hours ago.
Category: Finance
Value: $9
Status: CLOSED
+
Read More
Posted by Bill 51 days and 22 hours ago.

Info Request

How old are you?

Edited by Bill on 10/1/2009 at 8:25 PM

51 days and 22 hours ago.

Reply

34 Yr old, i have around $16K in my 401K and Sept 1st was my last day at work still without work.

Posted by Bill 51 days and 22 hours ago.

Info Request

Do you intend on taking any college courses or will you be paying for your health insurance?

51 days and 22 hours ago.

Reply

we are going through IVF treatment, we have reached our coverage and i will have to pay out of pocket expenses which will run to $5-7K.

Posted by Bill 51 days and 22 hours ago.

Answer

If you roll the funds over to an IRA first before taking withdrawals there are more exceptions to the 10% penalty tax available if you take the distribution from the IRA rather than taking it directly from the 401(k). For example, some of the IRA exceptions to the penalty are for distributions for unreimbursed medical expenses that exceed 7.5% of your adjusted gross income (AGI), for premiums that you paid for medical insurance if you collected unemployment compensation and meet certain requirements, for a first-time home purchase up to $10,000, and to pay higher educational expenses. Other exceptions are described in the IRS link below:

 

See pages 53 - 54 - http://www.irs.gov/pub/irs-pdf/p590.pdf

 

51 days and 22 hours ago.

Reply

Thank you- quick question and i will be done, how do i roll my 401K to IRA

Accepted Answer

You would obtain the forms from your company or the investment provider that is administering the plan. You will need to first open a traditional IRA account at a bank, brokerage firm, or mutual fund company. Once that account is established you would enter the IRA trustee's name and your account # and any other required information on the 401(k) withdrawal form in the "Direct Rollover" section.

 

Also, by rolling over you will have the flexibility of spreading the withdrawals over 2 or more years (as needed) which could possibly reduce your overall cumulative taxes depending on your income in each year.

Picture
Expert: Bill
Pos. Feedback: 100.0 %
Accepts: 
Answered: 10/1/2009

Financial Advisor

EA, QPA, CHFC, CEBS, CLU - 29 years experience providing financial advice

+
Read More

Related Finance Questions

  • I purchased a vehicle and extended warranty (National ...
  • About the cash flow sheet
  • I am contemplating buying a Single Premium Immediate
  • My wages are about to be garnished for a court ordered ...
  • I cosigned a student loan for my what was at the time my ...
  • Under common-law in the state of California, when was
  • Can I file bankruptcy to get back my car that was repossesse...
  • 2. Owners of an internet-based company are planning to take ...



Disclaimer: Information in questions, answers, and other posts on this site ("Posts") comes from individual users, not JustAnswer; JustAnswer is not responsible for Posts. Posts are for general information, are not intended to substitute for informed professional advice (medical, legal, veterinary, financial, etc.), or to establish a professional-client relationship. The site and services are provided "as is" with no warranty or representations by JustAnswer regarding the qualifications of Experts. To see what credentials have been verified by a third-party service, please click on the "Verified" symbol in some Experts' profiles. JustAnswer is not intended or designed for EMERGENCY questions which should be directed immediately by telephone or in-person to qualified professionals.
Question List | Become an Expert | Terms of Service | Security & Privacy | About Us
© 2003-2009 JustAnswer Corp.