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Participant Retiring, Wants Rollover -- Pay RMD First?
BenefitsLink Message BoardsLink to more items from this source
Oct. 27, 2021

"A participant is retiring. He's not an owner, so he didn't need to take an RMD. Must he take one before a rollover of his account balance into an IRA? The goal is to pay him out before year-end. We don't want to miss an RMD if one is required."

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