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3. Workplace retirement plans have an RMD exception. If you have a retirement plan at work, such as a 401(k) or 403(b), there’s an important RMD exception.
Those who just turned 73 in 2024 technically have until April 1, 2025 to make their 2024 RMD. There's also an exception for workplace retirement plans if you're still working and own less than 5% ...
Roth 401(k) plans and Roth 403(b) plans are no longer subject to RMD rules Designated Roth accounts in 401(k) and 403(b) plans were subject to RMD rules in 2023, but that changed in 2024 due to ...
There's only a few weeks left to take RMDs, and failing to do so could have devastating tax consequences.
Tax-deferred retirement accounts like traditional IRAs and 401(k) plans let investors reduce their tax burden in a given year by deducting contributions from their gross income. But the tax ...
Image source: Getty Images. 1. Required minimum distributions no longer apply to Roth 401(k)s. If you decided to save in a Roth 401(k) instead of your employer's tax-deferred 401(k) option, you ...