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Showing content with the highest reputation on 01/28/2020 in Posts
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RMD
Luke Bailey reacted to CuseFan for a topic
No. The plan is required to make the RMD and such portion of any larger lump sum is not rollover eligible. So if lump sum was $100,000 and the RMD portion was $20,000 then only the non-RMD portion of $80,000 may be rolled over. What the IRA owner does with the $80,000 IRA in terms of future RMDs/charitable donations is of no concern to the plan.1 point
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