dmertz
Level 15

Retirement tax questions

Because you will be working beyond age 73, the first year for which you will be required to take an RMD from the 401(k) plan provided by your employer will be the year in which you separate from service from this employer.  RMDs are not eligible for rollover, so the plan must distribute to you any RMD for the year before you are permitted roll over any other amounts.