2025 RMD
My client took $5,000 out of his IRA in May. His 2025 RMD is only $2,500. Can he use the 60 day rule to move $2,500 back into his IRA?
Denise Sowell
My client took $5,000 out of his IRA in May. His 2025 RMD is only $2,500. Can he use the 60 day rule to move $2,500 back into his IRA?
Denise Sowell
Permalink Submitted by Alan - IRA critic on Fri, 2025-06-27 12:10
Sure, as long as he has a 60 day rollover available. Client can only roll over a distribution once during a 12 month period.