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February 19, 2025
Question

When it asks if you are under minimum retirement age, is it referring to the 2024 distribution or when he first received the distribution

  • February 19, 2025
  • 1 reply
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    1 reply

    JohnB5677
    February 24, 2025

    I suspect that it's referring to age 59 1/2 which is the age to avoid early withdrawal penalties from retirement accounts.

    What was the context of the question.

    • Age 62 you can choose to get Social Security
    • Age 65 you can get Medicare
    • Age 73 you must start RMD Required Minimum Distributions
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