Reply To: Monthly or Quarterly RMD from 403b plan?

Home Fairmark Forum Retirement Savings and Benefits Monthly or Quarterly RMD from 403b plan? Reply To: Monthly or Quarterly RMD from 403b plan?

#14398
Alan S.
Participant

The only requirement is that the 1099R reports the total RMD. It can be distributed over many distributions or a lump sum, in cash, or in kind (eg shares transferred to taxable brokerage account).

I would just stay away from distributions in the last 10 days of the year. If you opt for automatic payments, best to use a date between the 6th and 20th of the month to avoid year end or beginning of year foul ups, which are very common.