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If a portion of the RMD is taken before the new rules are selected is the advantage lost????
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No. of Recommendations: 0
If a portion of the RMD is taken before the new rules are selected is the advantage lost????

No. As I read the new reg, the old rules are obselete, and the new rules apply to everyone, with the special case of the spouse over 10 years younger being the only reason to maintain the old multi-age chart.
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