Dougsbpc Posted May 1, 2015 Posted May 1, 2015 A one participant DB terminates. The one participant has been taking RMDs for 5 years, every year on December 15. If all assets are distributed by May 15, 2015, is he required to take an RMD for 2015 even though he would not have made it to December 15 (the annual annuity date)? Thanks.
Andy the Actuary Posted May 1, 2015 Posted May 1, 2015 Part of the distribution would be the RMD. The material provided and the opinions expressed in this post are for general informational purposes only and should not be used or relied upon as the basis for any action or inaction. You should obtain appropriate tax, legal, or other professional advice.
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