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rart942
Level 2
March 22, 2024
Solved

401K to IRA RMD

If during 2024 I move assets from my 401k to my IRA, will I have to make 401k RMD withdrawals based on my 401k value on 12-31-23 or a different value?

    dmertzAnswer
    Level 15
    March 22, 2024

    Expert Reviewed

    Your 2024 RMD from the 401(k) is based on the 12/31/2023 value in the 401(k).  This RMD is required to be completed from the 401(k) before rolling any other amounts over to an IRA.

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    dmertzAnswer
    Level 15
    March 22, 2024

    Expert Reviewed

    Your 2024 RMD from the 401(k) is based on the 12/31/2023 value in the 401(k).  This RMD is required to be completed from the 401(k) before rolling any other amounts over to an IRA.

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