Reply To: 2020 RMD

Home Fairmark Forum Retirement Savings and Benefits 2020 RMD Reply To: 2020 RMD

#5395
jayhawk70
Participant

Forbes says that an RMD already taken can be rolled back, but I just called Fidelity about that. They said not now, but their lawyers are looking into that. In my case, I’d like to just change it to a conversion to Roth.

I’d sure like to hear if anyone has successfully done either a roll back or been able to move a recent RMD into their Roth.