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IRA - spouse
Old 03-15-2008, 02:04 PM   #1
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IRA - spouse

If you have an IRA and pass away, assummimg the spouse is the beneficary, does it become their IRA with the same options as the original owner ? Any tax involved ?
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Old 03-15-2008, 02:15 PM   #2
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No tax involved until the surviving spouse begins to take distributions. The survivor can role it over into a new IRA or into an existing IRA.

No more lawyer stuff, no more political stuff, so no more CYA

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