# Plan Information Screen

The Distribution Type list is filtered based on the IRA owner’s age as well as the Distribution Date, not just the account holder’s age. The Distribution Date is important because it influences the distribution list when account owner attains age 59½ on the date that the distribution is occurring. In that case, the list reflects the second category where the owner is older than 59½ years of age.

For a Traditional plan type, note the following regarding the IRA owner's age:

- If the owner is older than 59½ years of age, your options will NOT include:
  - Normal
  - SIMPLE IRA Distribution During Two-Year Period
- If the owner is older than 59½ years of age, your options will NOT include:
  - Early Distribution no known exception
  - Early Distribution exception applies
  - Disability
  - SIMPLE IRA Distribution During Two-Year Period
  - Conversion

Note: If the plan type is Traditional, the Age 59½ or older option is unavailable.

For a Roth plan type, note the following regarding the IRA owner’s age:

- If the owner is younger than 59½ years of age, your options will NOT include:
  - Age 59½ or Older
  - Early Distribution from a Roth IRA
  - Disability
- If the owner is younger than 59½ years of age, your options will NOT include:
  - Age 59½ or Older
  - Early Distribution from a Roth IRA
  - Disability

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