As of September last year, $8.9 trillion was sitting in 401(k) retirement accounts, according to the Investment Company ...

Qualified distributions are allowed at age 59½, but an exception may allow you to make a penalty-free withdrawal Claire ... such as medical expenses. And, after age 72 or 73, depending on the ...

A withdrawal is considered qualified if: It occurs at least five years after the tax year in which you first made a Roth 401(k) contribution. It's made after you turn 59 1/2. A qualified ...

Most investments offer a systematic withdrawal plan. You can make systematic withdrawals from mutual funds, annuities, brokerage accounts, 401k plans ... account at age 70. The 4% rule recommends ...

TheStreet sat down with Lisa Greene-Lewis, CPA and TurboTax expert to explain the tax implications if you need money and dip into your IRA, 401k ... it's the tax on the withdrawal plus the ...