Required Minimum Distributions
If a person has a Traditional IRA, 403(b), and a Simple IRA, can the RMD be calculated for the total of all accounts and taken and taken from just one, or do we need to calculate and take the RMD separately for each type of account?
Permalink Submitted by Alan Spross on Mon, 2008-05-12 20:36
The traditional IRA and SIMPLE can be aggregated with each other, but a 403b can only be aggregated with another 403b.