jazz4cash
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
I have a year or two window to take 401k distributions free of state tax liability which I’d like to rollover/convert to Roth IRA. I think the old rule requires using an intermediate traditional IRA. That would negate the state tax exemption. I believe there is a newer procedure that permits direct transfer from the 401k to a Roth but I’m not finding a clear explanation.