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Retirement tax questions
He's not counting the distribution from a Roth 401k toward the rmd from a traditional 401k. He simpled combined to two 401k distributions and took the total amount from the Roth 401k money making the whole distribution nontaxable when in essence a part of this distribution should have indeed been taxable; namely the rmd portion from the regular 401K amount.
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‎February 3, 2023
11:17 AM