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Last seen: Nov 19, 2023
See my reply to Gryphon please and thank you for the information. When I see your reply saying "I think that you don't have to take any distribution ...
@gryphon I appreciate the feedback. I must have read somewhere about the fiscal year thing but really I've taking my annual distributions randomly be...
@tracy Thanks Tracey for the guidance. Can you confirm or deny that the rules for the year one reaches 59-1/2 allows for a "full, partial, or zero" d...
@twilliam thanks for the note. The year i turn 59-1/2 is Jan 2024. Tracy is suggesting I take a prorated amount in Jan, so I'll go that route to be ...