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October 10, 2009

2009 RMD Can be rolled over and certain deadlines extended

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The IRS issued Notice 2009-82, in which they addressed several issued relating to 2009-RMD amounts. Areas addressed include the following:

  • The fact that certain 2009-RMD amounts can be rolled over
  • The extension of the 60-day rollover period for 2009 RMD amounts
  • The extension of certain election periods for beneficiaries,
  • Relief available for plan sponsors, relating to 2009 RMD matters,
  • Whether the available relief applies to 72(t)/SEPP distributions, and
  • Whether the relief applies to distributions taken by beneficiaries.

Read all about it here

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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