dmertz
Level 15

Retirement tax questions

Both defined contribution plans and defined benefit plans (pensions) are subject to the same § 401(a)(9) RMD requirements.  The pension plan still had an RMD requirement for 2018 unless you were still working for the company until at least early 2019.  <a rel="nofollow" target="_blank" href="https://www.law.cornell.edu/cfr/text/26/1.401(a)(9)-6">https://www.law.cornell.edu/cfr/text/26/1.401...>