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If I have more than one TDA beneficiary, which one is considered when calculating my RMD? FAQ: The only time during your lifetime that an actual beneficiary is used to calculate your RMD is when your spouse is more than ten years younger than you, and is your sole primary TDA beneficiary.
If I receive a distribution from my IRA...? FAQ: No. Only a payment from another Section 403(b) Program can take the place of receiving a distribution from TRS' TDA Program in order to meet RMD requirements.
If I receive a distribution from my IRA...? FAQ: No. Only a payment from another Section 403(b) Program can take the place of receiving a distribution from TRS' TDA Program in order to meet RMD requirements.
Required Minimum Distributions (For Non-Vested Inactive Members and Individuals Who Have Lost TRS Me brochure
Required Minimum Distributions (For Members with TDA Deferral Status) brochure
TDA Beneficiary Transfer Application (code TD22b) form
Do I have to withdraw or roll over my total TDA account balance when I reach age 75? FAQ: No. If you are maintaining a TDA balance through TDA Deferral status, you would need to begin receiving an RMD that is based on your entire TDA balance.
Benefits Report (Spring 2022) newsletter
Benefits Report (Spring/Summer 2023) Newsletter
TDA Deferral Status Brochure