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Taking RMD's from multiple IRA's
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Brent Gindelberger
Apr 10, 2022, 10:14:07 AM4/10/22
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The rule says that once the amount of the RMD's is calculated from each individual IRA, the actual RMD can be taken from any combination of the IRA's.
Does this hold even if one of the IRA's is a Beneficiary IRA? An AARP Tax Aide client of mine said she was told by her broker that the amount calculated from the Beneficiary IRA must actually be taken from that Beneficiary IRA.
True or not?
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Does this hold even if one of the IRA's is a Beneficiary IRA? An AARP Tax Aide client of mine said she was told by her broker that the amount calculated from the Beneficiary IRA must actually be taken from that Beneficiary IRA.
True or not?
--
<< ------------------------------------------------------- >>
<< The foregoing was not intended or written to be used, >>
<< nor can it used, for the purpose of avoiding penalties >>
<< that may be imposed upon the taxpayer. >>
<< >>
<< The Charter and the Guidelines for submitting posts >>
<< to this newsgroup as well as our anti-spamming policy >>
<< are at www.asktax.org. >>
<< Copyright (2011) - All rights reserved. >>
<< ------------------------------------------------------- >>
Bob Sandler
Apr 10, 2022, 10:24:06 AM4/10/22
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>The rule says that once the amount of the RMD's is calculated from each individual IRA, the actual RMD can be taken from any combination of the IRA's.
>
>Does this hold even if one of the IRA's is a Beneficiary IRA? An AARP Tax Aide client of mine said she was told by her broker that the amount calculated from the Beneficiary IRA must actually be taken from that Beneficiary IRA.
>
>True or not?
That is true. A beneficiary IRA (inherited IRA) cannot be
>
>Does this hold even if one of the IRA's is a Beneficiary IRA? An AARP Tax Aide client of mine said she was told by her broker that the amount calculated from the Beneficiary IRA must actually be taken from that Beneficiary IRA.
>
>True or not?
combined with other IRAs for the RMD.
Bob Sandler
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