Lisa C. asked

💰  Tax

I have $125,000 in a rollover account from a previous employer, invested with Vanguard. I am 58 years old and recently awarded Social Security disability. Since being determined disabled, will I be able to use any of the $125,000 without the 10% penalty?

September 14th, 2024

Jacob J. answered

Yes, you can use the money without incurring the 10% penalty if you are totally and permanently disa...

September 14th, 2024

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