Spousal Privileges versus Domestic Partner
The special privileges that a spouse has, such as being able to roll over an inherited plan, making the plan their own, or even if remaining a beneficiary, not having to take RMDs until the deceased would have turned 70 1/2, and so forth, do any of those privileges apply to a domestic partner? I don’t beleive they do but I’m not sure.
Thanks,
Lee
Permalink Submitted by Peter Lingane on Fri, 2011-10-28 16:10
No. A registered domestic partner is not a spouse for federal purposes.