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Retirement tax questions
If this is a pension, and your Ex was receiving a monthly income, there will not be a RMD.
Regardless, the entire amount is taxable.
If I misunderstood and it was an IRA distribution, you can take any amount out, but at a minimum it must be the RMD based on your Ex's birthdate.
Please contact us again with any additional questions or to provide some additional details.
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‎April 9, 2024
1:11 PM