richard Posted July 23, 1999 Posted July 23, 1999 An individual is a participant in a 403b and has an IRA. He is over 70-1/2, and has to make minimum distribution payments. Can he aggregate the 403b and IRA, and make the minimum distribution out of either or both, as long as the total payment meets 401(a)(9), or must he meet the minimum separately from each plan?
Tom Poje Posted July 23, 1999 Posted July 23, 1999 403(B) cannot be combined with other IRAs, same rules as defined contribution plans
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now