Rollover requirements after RMD age
I have four retirement plans: 401k, Money Purchase, HR10 & an IRA. If turning age 73 this year, which plans require RMDs to be processed prior to rolling over or transferring into another Traditional IRA?
I have four retirement plans: 401k, Money Purchase, HR10 & an IRA. If turning age 73 this year, which plans require RMDs to be processed prior to rolling over or transferring into another Traditional IRA?
Permalink Submitted by Alan - IRA critic on Wed, 2024-04-03 23:15
All of them, with the exception that the IRA can be directly transferred to another IRA without considering the RMD for the year.