Series 65: 6.3.1.2 Withdrawing From A Traditional IRA

Taken from our Series 65 Online Guide

6.3.1.2 Withdrawing from a Traditional IRA

The IRS has similar required minimum distribution rules for all employer-sponsored retirement plans, including traditional IRAs and IRA-based plans such as SEPs and SIMPLE IRAs. The RMD rules also apply to Roth 401(k) accounts, but not Roth IRAs while the owner is alive. Please see the Required Minimum Distributions section later in this chapter for further details.

Most individuals make pre-tax contributions to their traditional IRAs. Any after-tax contributions can be withdrawn tax-free, but the individual must show evidence that taxes were paid on these contributions. While individuals can withdraw funds at any time from their account, if they

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