Forums Support Library RPA – Retirement Plan Analyzer Converting Existing Pre-59½ Distributions

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    • Kathleen Reynolds
      Post count: 428

      Revenue Ruling 2002-62 allows for a one-time switch to the Minimum Distributions method of calculating pre-59½ distributions.

      The software allows you to illustrate this switch. Enter the date the client started taking distributions as the Starting Date and the year of the switch as the Distribution Year. Select Switch: Min. Dist. as the Distribution Method. The illustration will start in Distribution Year, illustrating the Minimum Distributions method from that year through the end of the calculations.

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