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  1. ratherbereading
    Hello. I have a participant who is 76. She is retiring 11/30/17. She wants to roll her money to an IRA, and then before 4/1/18, take the RMD from her IRA. Our procedure is to process the RMD first, and then the distribution. Can anyone point to IRS information that says she can go ahead and roll over her money without taking the RMD and then take it from her rollover? Her financial advisor is pushing us to do it this way. Thanks in advance!
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