Forums Support Library RDP – Retirement Distributions Planner End of Year Distributions

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    • Kathleen Reynolds
      Post count: 428

      By default, all fund activity takes place at the beginning of the year. This includes required minimum distributions, any specified distributions, and any contributions. If you prefer, you can have all fund activity take place at the end of each year.


      On the Options menu, click Take Distributions at End of Year. A check appears, indicating that all fund activity occurs at the end of the year.

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