AKconsult Posted July 10, 2009 Posted July 10, 2009 Does anyone have an idea why Notice 2009-9 states that "most participants and beneficiaries...are not required to withdraw any amount in 2009"? Are some participants excepted from the waiver? I have heard some people saying that they think 5% owners can't take advantage of the waiver(?).
jevd Posted July 10, 2009 Posted July 10, 2009 I believe that "Most" refers to the fact that the waiver does NOT apply to DB plan participants. JEVD Making the complex understandable.
pmacduff Posted July 10, 2009 Posted July 10, 2009 also those who delayed the 1st 2008 RMD until 04/01/2009 are required to take that RMD.
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