George4Tacks
Level 15
05-18-2022
06:38 PM
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"Better planning would have avoided all this of course, but here we are." That is your answer. Clients often do things without consulting. Pension is taxable to the state in which they live at the time of the distribution. They could have taken a 401K loan and then paid that off when they were in Nevada, but as the saying goes "Hindsight is 20/20"
Answers are easy. Questions are hard!