The rule says that once the amount of the RMD's is calculated from each individual IRA, the actual RMD can be taken from any combination of the IRA's.
Does this hold even if one of the IRA's is a Beneficiary IRA? An AARP Tax Aide client of mine said she was told by her broker that the amount calculated from the Beneficiary IRA must actually be taken from that Beneficiary IRA.
True or not?
That is true. A beneficiary IRA (inherited IRA) cannot be
combined with other IRAs for the RMD.
Bob Sandler
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