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|RMD for 9/30 Fiscal Year Plan -- Must Use 12/31 Account Balance?|
BenefitsLink Message Boards
Nov. 22, 2021
"For a September 30 FYE plan, when calculating the RMD can/do you use the 9/30 balance, or do you need to determine the 12/31 balance and calculate the distribution based on that calendar year end balance?"
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