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New Member
posted Jun 4, 2019 10:22:30 PM

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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1 Best answer
Level 15
Jun 4, 2019 10:22:31 PM

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.

1 Replies
Level 15
Jun 4, 2019 10:22:31 PM

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.