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State retirement plan rollover?????
I have an MA state retirement plan. Contributions to it are done Federal tax defered, but MA state after tax. Hence
distributions from it are Federally taxable but free of State tax.
Has anyone rolled such a state plan over into an IRA and then a ROTH. I know how to handle this federally,
but does anyone have insights into the situation regarding state tax?
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“So we beat on, boats against the current, borne back ceaselessly into the past.”
Current AA: 75% Equity Funds / 15% Bonds / 5% Stable Value /2% Cash / 3% TIAA Traditional
Retired Mar 2014 at age 52, target WR: 0.0%,
Income from pension and rent
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