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Full Version: Minimimum Distribution Requirements - IRA and 403b

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richard

Jul 23 1999, 12:20 AM

An individual is a participant in a 403b and has an IRA. He is over 70-1/2, and has to make minimum distribution payments.

Can he aggregate the 403b and IRA, and make the minimum distribution out of either or both, as long as the total payment meets 401(a)(9), or must he meet the minimum separately from each plan?

Tom Poje

Jul 23 1999, 02:47 PM

403(B) cannot be combined with other IRAs, same rules as defined contribution plans

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