About tgreszler

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Solved Re: I am 72 years old and must take RMDs from my solo Roth 401K tha...

OK. Thanks. This seems like the best strategy.Tony

tgreszler

Updated Nov 07, 2022
Solved Re: I am 72 years old and must take RMDs from my solo Roth 401K tha...

Thanks. This is very helpful.Tony

tgreszler

Updated Nov 07, 2022
Solved Re: RMD on Cash Balance Pension

Thank you. Just to clarify, the originating account was a Cash Balance Pension Plan, not a 401K, but I don't expect this changes your answer.

tgreszler

1

Updated Jun 11, 2022
Solved Re: RMD on Cash Balance Pension

Thank you. This confirms what I suspected and provides information on how to handle it.

tgreszler

Updated Jun 11, 2022
Solved Re: RMD on Cash Balance Pension

I retired over 5 years ago and have no ownership.

tgreszler

5

Updated Jun 11, 2022

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Date Registered	‎June 10, 2022 12:14 PM
Date Last Visited	‎November 7, 2022 12:39 PM
Total Messages Posted	8

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