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Pension lump sum and RMD
I am getting a lump sum of $697,000 from my pension plan but they want to declare $53,709 as ineligible to
roll over and would require me to pay taxes on this amount . I have been taking regular distributions from this
pension since 2020 at a $5,900 per month . Why the RMD applied to this . Should be covered on my monthy withdrawals ? can you explain [email address removed]
‎July 30, 2024
6:43 AM