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Retirement tax questions
In the case of a defined benefit plan, the monthly distributions could be considered the RMD.
In reality the defined benefit plan does not have an RMD because there is no pool of money that you as an individual have to deplete. Depending on how you structured your plan before you retired. The benefits end when you pass. You may have put your spouse on it, but then you got a reduced benefit and the benefits end when you both pass. There will be nothing else for the IRS to tax.
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‎February 24, 2020
5:16 PM