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Retirement tax questions
Regarding "Because he will be subject to RMDs for 2022, he is not permitted to do any rollovers from the 401(k) until he satisfies his 2022 RMD from the 401(k) accounts. "...would you be able to direct us to the specific IRS publication that would reference and detail this RMD requirement and rule? Thank you for your input and assistance with this.
‎April 14, 2022
9:59 AM