- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
To clarify, it is the later of the two separate bullet points, not either. In your case the later date would be April 1, 2027. The second bullet point refers to plans that do not require RMD upon retirement, and thus can take the later date.
I hope this answers your question.
Connie
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
‎July 26, 2023
2:27 PM
920 Views