Reply To: Pension RMD to Beneficiary

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#3353
Alan S.
Participant

Since the spouse passed prior to the RBD, 2019 is not an RMD distribution year. The entire balance can be rolled over to client’s IRA. With respect to the IRA rollover client’s first RMD is due by 12/31/2020 using 12/31/2019 IRA value.