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nathan_m
New Member

Does a Goodyear Salary Defined Benefit Plan rolled over to Morgan Stanley as an IRA managed by Fisher qualify as a Defined Benefit Retirement Plan for Alabama Taxes?

 
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ToddL
New Member

Does a Goodyear Salary Defined Benefit Plan rolled over to Morgan Stanley as an IRA managed by Fisher qualify as a Defined Benefit Retirement Plan for Alabama Taxes?

Did you take a lump-sum payout of the Goodyear Salary Defined Benefit Plan and move it to a traditional IRA? 

If so, it ceased being a Defined Benefit Retirement Plan when you moved the funds into the IRA.

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ToddL
New Member

Does a Goodyear Salary Defined Benefit Plan rolled over to Morgan Stanley as an IRA managed by Fisher qualify as a Defined Benefit Retirement Plan for Alabama Taxes?

Did you take a lump-sum payout of the Goodyear Salary Defined Benefit Plan and move it to a traditional IRA? 

If so, it ceased being a Defined Benefit Retirement Plan when you moved the funds into the IRA.

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