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The annual deadline for all other traditional IRA minimum withdrawals. While the deadline for taking your first RMD for a traditional IRA is April 1 of the year after you turn 73, all other RMDs ...
IRA Required Minimum Distribution (RMD) Table for 2023 The age for withdrawing from retirement accounts was increased in 2020 to 72 from 70.5. The SECURE 2.0 Act, though, raised the age for RMDs ...
The deadline for converting funds in retirement and other accounts to a Roth IRA is Dec. 31 of the year for which taxes will be owed on the converted funds. Retirement savers may want to convert a ...
The beginning date requirement may be later than the date for IRAs. Although the rules require RMDs to begin by April 1 of the year after the individual reaches age 72, [ a ] participants in an employer-sponsored plan can usually wait until April 1 of the year after retirement (if later than age 72 [ a ] ) to begin distributions unless the ...
An indirect rollover: An indirect rollover is where you receive a distribution from the old financial institution and then transfer it yourself to your Roth IRA within 60 days.
If you’ve reached age 72, you must take RMDs. Use this table as a guide.