Series 66 Quiz
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CLIENT INVESTMENT RECOMMENDATIONS AND STRATEGIES
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Nadine, age 58, has participated in her employer's SIMPLE IRA plan for 14 months, and her account is funded entirely with pre-tax salary-reduction contributions and employer matching contributions. She withdraws $30,000 to purchase a vacation home. No exception to the early-distribution rules applies.
Which statement correctly describes the federal tax treatment of Nadine's withdrawal?
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