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Guest DennisT
Posted

I have a multi-state client that is interested in any state law that pertains to loans from retirement plans. Although I have seen no specific statute, I have been told that some states exempt retirement plan loans from typical requirements such as stamp taxes, etc. Does anyone know if this type of research has been done before?

Posted

THere is an advisory opinion from 1996 which says loans are exempt from these state laws.

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