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Ed Slott and Company's Monthly IRA Updates is our free email bulletin that showcases recent highlights from irahelp.com. 


Sending Out an SOS for Those Taking RMDs and Inheriting IRAs 

By Sarah Brenner, IRA Analyst

 I have been told that I can escape future RMD requirements by transferring IRA assets to my company’s 401k plan. My 401k does accept IRA assets. I am 72, born in August 1944. I have been told that my 2017 RMD must be paid prior to transfer, but that subsequent years would not be subject to RMD as long as I remain a full-time employee and don’t own over 5% of the company's stock. Is this correct? Thank you. 


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  • HSAs at Retirement 
  • 2017 Health Savings Account (HSA) Chart 
  • 2017 Retirement Plan Contribution Limits 
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