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Found 3 results

  1. UtahCPA-APA
    I have a new plan, started by a 75 year old owner, in 2014. He had no account balance as of 12/31/2013, and a $2,000 account balance as of 12/31/2014. He is required to take an RMD for 2015, but can he postpone the first RMD to April 1, 2016, even though he is 76 years old in 2015 and not 70-1/2?
  2. JJRetirement
    I'm sure this has been discussed before, so if someone could point me to earlier discussions, I would be grateful. I know that 'retire' isn't defined under the 401(a)(9) regulations. Is there any guidance out there that might help determine whether someone who has greatly reduced his work schedule and responsibilities has retired for RMD purposes? He hasn't ever stopped working for the employer completely and has no plans to stop. Thanks
  3. pookah
    Employee is 72. His last day at work was 12/31/14 and he worked a full day. He did not go back to work in 2015. What is the "calendar year in which the employee retires from employment"? 2014 or 2015? I don't find any support anywhere, but I would contend that in 2014 he was still working. In 2015 he was retired, making his required beginning date 4/1/16. Thoughts? Support?
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