When is RMD due

By Jakyasar
14 hours ago in Retirement Plans in General

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Having a brain freeze due to 10/15 - worse ever.

Have not come across the following in quite sometime, a bit confused.

DB plan.

Client turned 73 early 2026 so RMD is due 4/1/2027.

A two part question with the assumption plan terminates during 2026:

Scenario one - distribution occurs during 2026 therefore he needs to take an RMD during 2026, correct?

Scenario two: - distribution occurs in 2027, what are the RMD requirements, one for 2026 and one for 2027 as distribution occured during 2027?

Thanks

QKA, QKC, QPA, CBS - I used to be indecisive about pensions but now I am not so sure

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