Guest KJTopper Posted May 17, 2006 Posted May 17, 2006 I know that certain states require financial institutions to obtain tax waivers where death distributions are paid from the institutions' accounts. Does anyone know whether these same obligations would apply to IRAs? Since I don't have any experience working with tax waivers, I'm looking for any guidance anyone may have (whether that guidance is specific to a certain state or of a general nature). Thank you.
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