Greta
Level 9
12-24-2022
12:50 PM
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Client age is 80yr in 2023. His RMD using last year's table was 20.2. Using the new table is 18.7. So his taxable distribution will be quite larger than I had told him. His 78-yr old wife similarly moves from 22.0 to 20.3, again larger 2023 distribution. Will now put him into next IRMAA bracket. Am I reading this correctly?