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Can my IRA customer waive an RMD?

Answered by: 

Question: 
Can my customer waive and RMD for an IRA?
Answer: 

Yes, he or she can waive the 2020 RMD and any inherited distribution. If the customer has already taken and is in the 60 day window he or she can roll it back in.

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Learn more about Deborah Crawford’s webinar Alert! Deposit Regulatory Update for Second Quarter

First published on 05/24/2020

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