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Retirement tax questions
Yes. An RMD for a particular year can be taken at any time during the year (and up to April 1 of the following year for the first RMD-year's RMD as you noted). Age (and for a qualified retirement plan, whether or not the plan supports the still-working exception) determines the year for which a distribution is required, not the timing of the distribution.
‎November 5, 2023
6:53 AM
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