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Required Minimum Distribution


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Guest KRS401k
Posted

A participant works for her son and participates in his 401(k) SH plan. Is she required to take a RMD from her account?

Thanks!

Posted

Is the son a 5% owner? If so, I would say yes, becasue she would we an owner, too, by attribution.

QKA, QPA, CPC, ERPA

Two wrongs don't make a right, but three rights make a left.

Guest KRS401k
Posted

He is 100% owner.

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