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Posted

Participant was supposed to have her first RMD in 2020, but that was suspended.  Had it not been suspended, her RBD would have been 4/1/21.

But since it was suspended, did she really have an RBD?

By when must her 2021 be taken?  21/31/21 or 4/1/22?

QKA, QPA, CPC, ERPA

Two wrongs don't make a right, but three rights make a left.

Posted

12/31/2021. See Notice 2020-51 Q&A-5

Free advice is worth what you paid for it. Do not rely on the information provided in this post for any purpose, including (but not limited to): tax planning, compliance with ERISA or the IRC, investing or other forms of fortune-telling, bird identification, relationship advice, or spiritual guidance.

Corey B. Zeller, MSEA, CPC, QPA, QKA
Preferred Pension Planning Corp.
corey@pppc.co

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