To All Pension Professionals and Actuaries,
A potential 71 years old self-employed client with current year income over 1 million and anticipated future years income under 200, 000.
1- RMD - Reg. 1.401(a)(9)-6 RMD for DB Plans and annuity contract Q-6, Q-5 & Q-1, is not very clear as it refers back
Is there any additional guidance how to deal with RMD for the un-vested portion of the account balance when it comes 100% vested in 3 years when the potential client turns age 74?
2- Max. Contribution
what does the initial plan year Max. contribution for Funding purposes looks like?
Many thanks to All PPA
AD