RMD - When To Withdraw?

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  • zeros
    Senior Member
    • Dec 2006
    • 921

    #1

    RMD - When To Withdraw?

    Client became 70-1/2 in April 2009. He did not withdraw any funds in 2009. When is he required to take his first withdrawal? This would be from a 401K. Are 401K and IRA rules the same in regard to withdrawal?
  • Lion
    Senior Member
    • Jun 2005
    • 4699

    #2
    2010

    None required for 2009. His "second" RMD is required by 31 December 2010.

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