Penalties and Exceptions - IRS imposes a 10% early-withdrawal penalty on 401(k)s [1] - Report discusses exceptions to the penalty [1] - SECURE 2.0 updates related to early withdrawals are included [1] Alternatives - Penalty-free alternatives to early withdrawals are explored [1]

IRA Taxation - Mutual fund sales and other transactions within an IRA are subject to taxation [1] - The report explores whether a sale within an IRA triggers an early withdrawal penalty [1]