Nassau Posted September 12, 2011 Posted September 12, 2011 We processed an RMD for a trust for the ABC Plan. The deceased died after RBD. In determining the factor for the RMD do we use the decedents age or the age of the oldest bene? The deceased was born in 1924 and one of the bene's in the trust was born 1917.
ESOP Guy Posted September 12, 2011 Posted September 12, 2011 These guys have a bunch of really good charts for this and just about any other RMD death combo. http://www.keeblerandassociates.com/files/...down%202011.pdf Edit Here is the full list of charts http://www.keeblerandassociates.com/education
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