Guest cjk Posted October 7, 2004 Posted October 7, 2004 Does anyone know of a service that would provide to a subscriber up to date information relative to state tax withholding requirements for qualified and nonqualified plans? I would expect that such a service exists. This particular facet of retirment plan administration is not my expertise, although I can do a nice job with a DB valuation. I am hopeful that such experts do access these message boards and could point me in the right direction.
Appleby Posted October 7, 2004 Posted October 7, 2004 We used to use CCH http://tax.cchgroup.com (unfortunately they were a casualty of our budget cuts). They provide prompt updates on any related changes. Life and Death Planning for Retirement Benefits by Natalie B. Choatehttps://www.ataxplan.com/life-and-death-planning-for-retirement-benefits/ www.DeniseAppleby.com
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