Grouping Accounts RMD, Deferred Annunity and IRASubmitted by Don George on Sat, 2014-11-15 16:20For RMD can I group a Deferred Annunity and IRA then withdraw amount from only one account?Flag as spam
Permalink Submitted by Alan - IRA critic on Sat, 2014-11-15 16:58
If the annuity is an IRA annuity and has not been annuitized, you can aggregate your RMD in any combination between the two.