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SquarePegGuy
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Member Since Mar 2020
Location: Northeastern USA
Posts: 401
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Default Apr 20, 2023 at 07:41 PM
 
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.
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