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Showing content with the highest reputation on 05/26/2013 in all forums

  1. masteff

    RMD before 70 1/2?

    Appleby reacted to masteff for a topic

    Agreed. "calendar year" and "distribution calendar year" 1.401(a)(9)-5 Q&A-1(b) and 1.402©-2 Q&A-7
    1 point
  2. BG5150

    RMD before 70 1/2?

    Appleby reacted to BG5150 for a topic

    It must.
    1 point
  3. ETA Consulting LLC
    Yes. While is SEP has it's own 415 limit (25% or $51,000), this limit applies separately to each Employer. "Employer" means the sponsor and all related employers (Controlled groups, Affiliated Service Groups, or Management Groups). Good Luck!
    1 point
  4. masteff

    Age 59 1/2 distribution

    Appleby reacted to masteff for a topic

    And you'll note if you read 72(t) carefully, that it's neither the date of request nor of receipt, but rather the date of distribution that matters.
    1 point
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