Yes, you can modify your payout elections at least 12 months prior to the scheduled distribution date per IRS guidelines. It is important to note that when you decide to modify an upcoming payout, it will be delayed by a minimum of 5 years.
Yes, you can modify your payout elections at least 12 months prior to the scheduled distribution date per IRS guidelines. It is important to note that when you decide to modify an upcoming payout, it will be delayed by a minimum of 5 years.