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Caught in a Trap: RMDs from 401(k) Plans in the Year of Retirement
Slott Report Link to more items from this source
Aug. 29, 2022

"If the 401(k)-to-IRA rollover takes place before the RBD, it would make sense that no RMD should be required before the rollover occurs. But, as is the case with many IRA and workplace plan rules, what makes sense isn't always the correct answer. The correct answer is that a RMD from the 401(k) must be taken first, and only what's left can be rolled over."

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