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Calculators, forums, articles and more on 72(t) and 72(q) /SEPP Plans. Includes RMD Calculators...

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  • Are there any exceptions that would allow me to receive plan benefits and not considered an active participant?
     

  • My client inherited an IRA from her uncle who reached age 70 in 2006, and died on January 31, 2007. Is she subject to the rules that apply when someone dies before the RBD or the rules that apply when someone dies after the RBD?