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Retirement tax questions
I will assume that DBL means that PMS2017 is a successor beneficiary. If you are a successor beneficiary, you must continue your husband's annual RMD distribution schedule with the annual RMDs being calculated the same as if your husband had not died. If your husband was subject to the 10-year rule, the entire balance must also be distributed by the end of the 10th year following the year of the original participant's death. If your husband was not subject to the 10-year rule, the deadline to distribute any remaining balance is the 10th year following the year of your husband's death.
‎October 23, 2024
8:26 PM
4,781 Views