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A "premature" distribution from a modified endowment contract (MEC) incurs a penalty tax of

User Rmoore
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Final answer:

A premature distribution from an MEC incurs a 10% penalty tax if taken before the age of 59 1/2, similar to early withdrawals from an IRA or 401(k), with exceptions for cases like disability or long-term care expenses.

Step-by-step explanation:

A "premature" distribution from a Modified Endowment Contract (MEC) incurs a 10% penalty tax on the gains portion of the withdrawal if taken before the age of 59 1/2. This is similar to the penalty for early withdrawals from an IRA or a 401(k), as the MEC is considered a form of a tax-deferred investment vehicle. However, there are certain exceptions to this penalty, such as distributions made due to disability or for paying long-term care expenses. Understanding these rules is crucial for financial planning and avoiding unnecessary penalties.

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