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Posted

plan year end 9/2021   

Particiant  DOB 2/1/1940

What factor do I use?   the old table  17.9  or new table   19.3    to calculate the RMD

I am using the plan assets as of 9/30/2021

 

Posted

Just one caveat - confirm 9/30 is the last valuation date within calendar year.  If you have a daily val plan you do have to use the 12/31 value even though it's not the plan year end.

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