Reply To: Deferred annuity

Home Fairmark Forum Retirement Savings and Benefits Deferred annuity Reply To: Deferred annuity


Thanks Ruth but need to make sure of something. This would be an RMD distribution from the deferred annuity not a pension or basically any annuity distribution.

Are you referring to the $20,000 exclusion for pension and annuity income?

I know the deferred annuity distribution is subject to Federal tax . I know a pension from the State or City of New York is totally excluded. I feel you have referred me to this $20,000 exclusion area. Please confirm.thanks