Guest jbc@edj Posted September 5, 2001 Posted September 5, 2001 Does anyone know where I can find info on which states have legislation allowing tax-free W/D from the ROTH IRA (assuming it is a qualified w/d)?
Appleby Posted September 6, 2001 Posted September 6, 2001 The attached list should help Life and Death Planning for Retirement Benefits by Natalie B. Choatehttps://www.ataxplan.com/life-and-death-planning-for-retirement-benefits/ www.DeniseAppleby.com
david rigby Posted September 6, 2001 Posted September 6, 2001 Great list! Hey Dave, the attachment in Appleby's post is a one-page document. Perhaps that information would be a useful page of links. Whatcha think? I'm a retirement actuary. Nothing about my comments is intended or should be construed as investment, tax, legal or accounting advice. Occasionally, but not all the time, it might be reasonable to interpret my comments as actuarial or consulting advice.
Guest Shelton Posted September 14, 2001 Posted September 14, 2001 Just want to day this list is great and came at a very opportune time for me and my CPA
david rigby Posted September 20, 2001 Posted September 20, 2001 This link might be the items in Appleby's list, to link to tax websites of all states. http://www.kentis.com/siteseeker/taxusst.html I'm a retirement actuary. Nothing about my comments is intended or should be construed as investment, tax, legal or accounting advice. Occasionally, but not all the time, it might be reasonable to interpret my comments as actuarial or consulting advice.
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