Pre 1987 accum in 403b
When you take a partial distribution into a IRA rollover from a 403b that contains some pre-87 accumulations, how do we characterize the remaining 403b for purposes of min distributions? The remaining pre 87 accumulation is not subject to 70.5 min rules right? I asked this question before but it was not answered, thanks.
Permalink Submitted by Alan Spross on Mon, 2008-04-14 23:53
Right, as long as the plan has specifically identified the remaining funds as pre 1987 accruals, the required beginning date for them is age 75 (and no halfs).