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?

#14399
Jannie
Participant

Thanks for the advice – I understand about the potential foul up, my first RMD was a mess due to miscommunication with the firm – luckily it was the first RMD so wasn’t in trouble with IRS, however ended up having to pay more taxes than needed since there were 2 in that yr.
Been looking at automatic as a way to eliminate remembering to call each yr.
Had overlooked the fact there could be mess ups even if automatic.