The Motley Fool Discussion Boards

Previous Page

Investing/Strategies / Retirement Investing


Subject:  Re: 457 plan Date:  7/1/1998  4:44 PM
Author:  vargaj Number:  4107 of 88521

My wife has a 457 plan at here work (U of Utah), so this affects us too. May I assume that when she leaves the U of U she can defer receipt of her 457 funds until such time as she needs (or wants) it, and does not have to take the income on termination. The other question is that if we move back to CA and then she takes her 457 funds, would she then have Utah income as well as CA income and would we be dealing with a 2 state income tax return for that(those) year(s) ?

Joe Varga
Copyright 1996-2018 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us