Once Upon a Goal Do you know how to set up your financial goals for success? This knight does. Share | Have A Question About This Topic? Name Email Address Message Thank you! Oops! Related Content IRA Withdrawals that Escape the 10% Tax Penalty The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown. What Is My Life Expectancy? Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children. Put It in a Letter A letter of instruction provides additional and more personal information regarding your estate.