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


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  • I inherited an IRA from my uncle, who died earlier this year before taking his required minimum distribution (RMD).  I am getting conflicting information about whether his RMD amount still needs to be distributed, and if so, who should take the distribution.  Assuming that his RMD should still be taken, should it be taken by me or his estate?

  • I requested $100,000 in rollover eligible assets from my 401(k) account, but I had the amount paid to me. My employer withheld 20% for federal taxes, so I received only $80,000. I want to rollover the entire $100,000. Should my employer refund the amount they withheld for taxes to me?