IRS Normal Retirement Age

It is fascinating to note that the IRS speaks ofSocial Security Amendments changed the full IRS
their IRS normal retirement age so often that it'snormal retirement age for people born in 1938 or
been relegated its own acronym or three initialsthereafter.
-NRA- within their own publications. It usuallyFor example if the age of birth is 1938 then
refers to an age that has been set forth within aretirement is 65 plus two months. Another
retirement plan. It deals with employees receivingexample is if the age of birth is 1943 to 1954,
full benefits when they retire. Should a personwhen baby boomers came forth, then the age is
retire prior to it then it may occasion a reduction66. Each year then goes up incrementally by two
in that person's benefits.months, thus for someone born in 1956 is 66 plus
Most people agree that 65 is a general retirement4 months.
age, however when IRS mentions its definition,Thus the normal retirement age is actually the
they are either referring to retirement plans andspecific age when a person can retire and still
when those retirement plans become vested fortake delivery of their full benefits. In this case,
the employees of a certain company or industry,there are no early retirement penalties. The
or Social Security retirement. Most plans, ofgovernment has made very special provisions
course, specify that age 65 is considered to bethough for employees who are working on a job
retirement age, though the IRS normal retirementwith very highly mentally or physically demanding
age is different.jobs.
Thus the IRS has put forth this definition that theThose who retire prior to the approved age then
accepted IRS normal retirement age is "the earlierget smaller benefits than the person who retired
of the NRA under the plan or the later of age 65at the normal age as set forth by the IRS. The
or the 5th anniversary of commencement of planreverse is also governed in that those who
participation."postpone their retirement beyond age 65 will then
When the IRS is speaking about Social Securityreceive increased benefits. Granted, the earliest
retirement benefits then there is a working ladderage at which someone may take the smaller
to define that particular definitions of the age ofreduced benefits has been and still is at age 62.
retirement includes wording such as "FullKeep in mind that those Social Security guidelines
Retirement Age" and that that age will vary fromcannot be used as a vesting guideline for a 401(k)
age 65 to the age of 67 depending on the yearfor example. They are strictly to be used to
of birth. The definitions arrive from the Office ofassign Social Security benefits and when those
the Chief Actuary, and deals specifically when anbenefits fit into their particular definition of the
employee can receive full benefits. The 1983IRS Normal Retirement Age.