thepensionmaven Posted March 31, 2020 Posted March 31, 2020 Profit sharing plan is in the process of termination, the owners have been taking their RMDs each year. Under SECURE ACT, does the provision of taking RMD prior to rollover apply?
ratherbereading Posted March 31, 2020 Posted March 31, 2020 No I believe it does not. From a very recent Empower communication--see attached. Empower instant-insights-cares-act.pdf 4 out of 3 people struggle with math
ratherbereading Posted March 31, 2020 Posted March 31, 2020 19 minutes ago, thepensionmaven said: Thanks very much. Welcome! 4 out of 3 people struggle with math
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