Santo Gold Posted May 5, 2024 Posted May 5, 2024 We have an owner in a 401k plan, turns age 73 and has Roth, 401k, and profit sharing money in the plan. Is the RMD calculated based on the entire account balance or just the 401k and Profit Sharing? Thank you
Bill Presson Posted May 5, 2024 Posted May 5, 2024 For 2024 RMDs, Roth is excluded. William C. Presson, ERPA, QPA, QKA bill.presson@gmail.com C 205.994.4070
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