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Retirement tax questions
I challenge the response about the your $1,000 limit. As I stated and from the IRS website, is says "up to the lesser of $1,000 OR vested account balance "OVER" $1,000. Which means you would have to take the full amount of the account (if over $1000) for a distribution to qualify, correct? That is my question.
‎February 13, 2025
8:31 PM