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Lump sum pension distribution with an RMD
I would like to roll over my lump sum pension distribution into an IRA, but have an RMD due as I turned 72 in Nov. of last year. Can I roll over a partial distribution that is less the amount of the RMD? Or do I have to cash-out the entire amount because I cannot roll over the RMD portion?
Thank you for any assistance.
‎January 24, 2023
10:09 PM