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Writing for Morningstar, Natalie Choate Examines 401(k) Early Withdrawal Penalties

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12.19.2018 | Article

Natalie Choate, a member of the firm’s Private Client Department, analyzed the 10% "additional tax" on pre-age-59 1/2 distributions from retirement plans in Morningstar. In the article, “The 401(k) Early Withdrawal Penalty: It’s Not Fair!,” Natalie breaks down three examples of the inconsistencies that plague the section 72(t) penalty.

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