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Showing content with the highest reputation on 06/02/2022 in all forums
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RMD Needed?
David Schultz reacted to rocknrolls2 for a topic
Since no RMD was required to be paid to the participant for 2021, no RMD would be payable to a beneficiary attributable to the 2021 distribution calendar year. The post-death RMDs must begin by 12/31 of the year following the year of the participant's death. Based on your facts, the beneficiary would need to commence RMDs by no later than 12/31/2022 with respect to the 2022 account balance.1 point -
IRA owners can have their RMD's used as QCD's. But Qual Plan RMD's cannot?
Bill Presson reacted to Bird for a topic
Maybe it's not that significant compared to all of the other minutiae we handle, but I'm grateful that we TPAs don't have to deal with it.1 point -
I think your best bet is to use Penchecks. https://penchecks.com/1 point
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