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February 28, 2009

What is the required beginning date?


What is the required beginning date?

What is the required beginning date?

The required beginning date (RBD) is the deadline by which an individual must take his or her first required minimum distribution (RMD) from his or her retirement account. Generally, the RBD is April 1 of the year that the retirement account owner reaches age 70 1/2. But exceptions may apply to qualified plans403(b) accounts and 457(b)  plans. Click here for more details

Written By

Denise Appleby

Denise is CEO of Appleby Retirement Consulting Inc., a firm that provides IRA resources for financial/ tax/legal professionals. She has over 20 years of experience in the retirement plans field, which includes training and technical consultation.

Denise writes and publishes educational /marketing tools for advisors; available at Denise co-authored several books on IRAs

Denise is a graduate of The John Marshall Law School, where she obtained a Masters of Jurisprudence in Employee Benefits, and has earned 5 professional retirement designations.
She has appeared on numerous media programs, sharing her insights on retirement tax laws.


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