dmertz
Level 15

Investors & landlords

Yes, it's still a qualified retirement plan.  Since a series of substantially equal periodic payments made for life or for a period of 10 years or more are ineligible for rollover, they are effectively required distributions.  If asked, indicate that the entire amount distributed from the annuity is RMD and that the distributions from the annuity are all of the RMD for the annuity.

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