Aggregating RMD’s
I would guess RMD’s can only be aggregated if the accounts are of the same type but I thought I’d ask to see if it may be possible.
I have a client who has a 457 account and two IRA’s. Would it be possible to take the total RMD amount from the 457 account instead of taking any money from the IRA’s?
Thank you very much for your help!
Permalink Submitted by Alan Spross on Wed, 2012-09-12 22:07
No.
The two IRAs can be aggregated only with each other, but not with the 457 plan.