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eyorty
New Member

Can I aggregate RMA from an IRA and a 401K?

I have both an IRA and a 401K, and reached 70 1/2 years of age in February 2017.  Can I aggregate the RMA from both accounts and take it from my IRA without disturbing the 401K?

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dmertz
Level 15

Can I aggregate RMA from an IRA and a 401K?

No, a 401(k)'s RMD is not permitted to be aggregated with RMDs from any other accounts.  Each 401(k) must satisfy its own RMD.

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1 Reply
dmertz
Level 15

Can I aggregate RMA from an IRA and a 401K?

No, a 401(k)'s RMD is not permitted to be aggregated with RMDs from any other accounts.  Each 401(k) must satisfy its own RMD.

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