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April 15, 2025
Question

74 years old, retired but continue to work parttime for same employer receiving W2. Should take RMD 12/31/24?

  • April 15, 2025
  • 1 reply
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74 years old, retired but continued to work for same employer, receives W2 from with 403B deduction, did not receive 1099-R nor Form 5498 from plan administrator for the 403b with same employer. Was RMD should have been taken 12/31/2024?

1 reply

April 15, 2025

You may be able to delay taking RMDs from your 403(b) account if you are still working for the employer sponsoring the plan and own less than 5% of the sponsor company. You have to start to take RMDs in the year after you retire.

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