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Notas de la entrevista Isabela es soltera y cumpli 72 aos el 1 de...

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Accounting

Notas de la entrevista Isabela es soltera y cumpli 72 aos el 1 de octubre de 2022. Isabela trabajaba como bibliotecaria en la biblioteca local y ganaba $7,500. Isabela tambin recibi beneficios del Seguro Social de $16,000. Recibi una pensin sujeta a impuestos de $13,000. Se retir de su trabajo anterior el 30 de octubre de 2019. Durante su carrera, aport dlares antes de impuestos a un plan de jubilacin 401(k) calificado a travs de su empleador. Isabela no puede ser reclamada como dependiente por otro contribuyente. Isabela es ciudadana estadounidense con un nmero de Seguro Social vlido.

1. Cundo debe Isabela comenzar a tomar su distribucin mnima requerida?

a. 1 de abril del ao calendario siguiente al ao en que cumple 70 aos y medio.

b. 1 de abril del ao calendario siguiente al ao en que cumple 72 aos.

C. 1 de abril del ao calendario siguiente al ao en que se jubil.

d. Nunca. Las distribuciones mnimas requeridas solo se aplican a las cuentas IRA Roth.

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