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RMD - small account balances


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Posted

If a participant is currently receiving annual RMDs, and their account balance is at or below the plan's cash out limit, can distribute the remaining account balance or do you have to continue calculating RMDs until account is zero?

Posted

Broken record time = check the document.

FWIW most of my docs allow force out and I always do. Remember to do any RMDs before rolling to an IRA..

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