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Personal Finance and Investing

mahatmakanejeeves

(65,091 posts)

8. "qualified account" I'm drawing a blank right now.

Reply to A HERETIC I AM (Reply #7)

Tue Jun 20, 2017, 04:38 PM

Jun 2017

Three of us inherited the fund. One brother lives in North Carolina, so the triple-tax free advantage I have is of less use to him. He can subtract the interest on his Federal taxes, but not on his NC taxes.

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Redomiciliation of T. Rowe Price Virginia Municipal Bond Fund [View all] mahatmakanejeeves Jun 2017 OP

I have heard some things... Else You Are Mad Jun 2017 #1

Not nepotism. mahatmakanejeeves Jun 2017 #2

Ahh, should have read that before commenting. Nt. Else You Are Mad Jun 2017 #3

No problem. It's a lot of "party of the first part, notwithstanding Provision 14(a)" stuff. mahatmakanejeeves Jun 2017 #4

I don't see it as any problem, and the reasons for the move..... A HERETIC I AM Jun 2017 #5

"I trust you are a resident of Virginia?" mahatmakanejeeves Jun 2017 #6

The reason I ask, and you may aware of this already... A HERETIC I AM Jun 2017 #7

"qualified account" I'm drawing a blank right now. mahatmakanejeeves Jun 2017 #8

Tax Qualified, as in an IRA, 401(k), 403(b), etc. A HERETIC I AM Jun 2017 #9

Oh, of course. No, it's in mahatmakanejeeves Jun 2017 #10

Being a Maryland corporation, as opposed to being a Massachusetts Business Trust, mahatmakanejeeves Jun 2017 #11