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Retirement tax questions
Must the distribution to satisfy an account's RMD come from that account exclusively, or can a distribution from another account subject to an RMD satisfy the RMD for both accounts? Put another way, if account A has an RMD of $500 and account B an RMD of $1,000, can a distribution of $1,500 from account B satisfy the RMD requirement for both accounts?
March 12, 2025
12:28 PM