qbteachmt
Level 15
12-09-2024
01:33 PM
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Yes.
The options would be lump sum or transfer as inherited IRA.
Death does not override the "still working" provision. The RBD was never reached. Your client can take nothing in years 1-9, for example.
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Don't yell at us; we're volunteers
Don't yell at us; we're volunteers