higher education from an IRA

I know you can use an IRA for qualified higher ed expenses without the 10% penalty, but is the same true for pension plans, 401k’s ect?

Ex: if a client takes out $10,000 from his 401k or pension plan to pay for higher ed qualified expenses, will he be hit with the 10% penalty since its not a traditional IRA?

Thanks,

Douglas



Douglas,
No, the higher education exception ONLY applies to IRA distributions, not to employer plan distributions.



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