Beneficiary RMD
my client died in feb 2018, was 85 and had already taken his RMD for 2018. Beneficiary is non-spouse. Does she need to take an RMD in 2018, since he took one already or can she wait until 2019 to begin? Thank You.
my client died in feb 2018, was 85 and had already taken his RMD for 2018. Beneficiary is non-spouse. Does she need to take an RMD in 2018, since he took one already or can she wait until 2019 to begin? Thank You.
Permalink Submitted by Alan - IRA critic on Wed, 2018-06-06 18:00
Her first beneficiary RMD will be for 2019 and must be distributed by 12/31/2019.