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Required Minimum Distribution Rules for Beneficiaries
Important Information for Beneficiaries of Deceased Participants in 401(k), Profit Sharing, Money
Purchase and 403(b) Plans
The Required Minimum
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How to fill out required minimum distribution rules
How to fill out required minimum distribution rules
01
First, determine your required minimum distribution (RMD) amount. This can be calculated using the IRS Uniform Lifetime Table or the Joint Life and Last Survivor Expectancy Table if your spouse is your sole beneficiary.
02
Next, identify the deadline for taking your RMD. Generally, this is April 1st of the year following the year in which you turn 70½, but there are some exceptions.
03
To calculate your RMD, divide the account balance of all your traditional IRAs as of December 31st of the previous year by the distribution period based on your age according to the IRS tables.
04
Once you have determined the RMD amount, you must withdraw it from your IRA(s) by the deadline. Failure to do so can result in substantial penalties.
05
Consider consulting a financial advisor or tax professional to ensure compliance with the specific rules and regulations regarding required minimum distributions.
Who needs required minimum distribution rules?
01
Individuals who have traditional IRAs or employer-sponsored retirement plans like 401(k), 403(b), or 457(b) with a balance at the age of 70½ or older are generally subject to required minimum distribution rules.
02
Certain exceptions apply, such as individuals who are still actively working and participating in their employer's retirement plan, or those who have a Roth IRA.
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