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Q. What if I die or become disabled? 

Posted
Last Updated On
ByTracy

A. If you die after you begin receiving payments, the proceeds of your retirement plan will be exempt from the 10% penalty tax and retroactive interest . Your beneficiary will receive your retirement assets penalty-free and will not be required to continue with the plan. In addition , if you become permanently disabled before you satisfy plan requirements, the penalty tax and the retroactive interest provision do not apply. 

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