About geogoetz

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Re: $20,000 exclusion for IRA distributions in New York State

I will, thanks.If it's doable it might make sense to start taking distributions now to reduce the future state taxes on the RMD.

geogoetz

Updated Jul 23, 2023
Re: $20,000 exclusion for IRA distributions in New York State

Thanks but I've read this pdf and I cannot confirm if this $20000 exclusion also applies to a private or personal IRA account or an IRA rollover account.

geogoetz

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Updated Jul 23, 2023

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Date Registered	‎July 21, 2023 7:19 AM
Date Last Visited	‎July 23, 2023 8:16 PM
Total Messages Posted	3

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