Prevent 72t from beginning after the qualified withdrawal age.

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Prevent 72t from beginning after the qualified withdrawal age.

Prevent 72t from beginning after the qualified withdrawal age. Whether specified by a dynamic milestone, or with the age selector, prevent the 72t from starting if the participant is at or above the qualified withdrawal age.

1 vote

Tagged as Suggestion

Suggested 24 November 2024 by user Shawn S

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24 November 2024 Shawn S suggested this task
Shawn S

Caveat – We also need to allow for the definition of 72ts that begun in the past for people who are currently over 59.5 but began 72ts at 58 or younger, and are still bound to the 5 year minimum withdrawal period.

24 November 2024
24 November 2024 Kyle Nolan approved this task