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RMD for 9/30 Fiscal Year Plan -- Must Use 12/31 Account Balance?
BenefitsLink Message BoardsLink to more items from this source
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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