5 Year Rule Submitted by Brian Bishop on Tue, 2023-11-28 15:40 Clients father passed away in 2018 subject to the 5 year rule. Is the final distribution in 2023 or 2024? Thanks! Flag as spam
Permalink Submitted by Alan - IRA critic on Tue, 2023-11-28 16:33
2024. 2020 does not count due to the CARES Act RMD waiver.