jvajjm750 Posted October 31, 2017 Posted October 31, 2017 We have a client who mistakenly took his RMD from his multiple qualified plans from just one of the plans in 2017. Naturally the plan with the lowest RMD is the one from which he took the RMD. It is well past the 60 day rollover period. Is there anything that he can do to correct this issue so he doesn't have to take out almost double what he was required to take out?
Mike Preston Posted November 10, 2017 Posted November 10, 2017 Nope. How is it possible that your firm didn't give the client clear guidance on this issue? RatherBeGolfing 1
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now