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Old Apr 20, 2023, 07:41 PM
SquarePegGuy's Avatar
SquarePegGuy SquarePegGuy is offline
Poohbah
 
Member Since: Mar 2020
Location: Northeastern USA
Posts: 1,217
Shadow and I remember Molly fondly!

Since the topic drifted into financial terrain, I'll just mention that the person I spoke to regarding the automatic withdrawals was very helpful. She warned me that they were required to subtract CT withholding tax, even though Roth IRAs are supposed to be tax-free! So there's a form I need to download and specify 0 withholding on and then submit it with the form that requests the payments. Apparently there's a similar thing in VA. The pension of someone who died recently has been reduced for state withholding tax even though the money should transfer to the beneficiary tax free.