Spousal waiver for IRA
It is my understanding that a signed spousal waiver is not required for an IRA account but is required for an ERISA-regulated retirement plan such as a 401(k).
Is that correct?
It is my understanding that a signed spousal waiver is not required for an IRA account but is required for an ERISA-regulated retirement plan such as a 401(k).
Is that correct?
Permalink Submitted by Alan Spross on Sat, 2012-06-16 19:59
Yes, but the spousal waiver is also required for an IRA account in most, if not all, community property states.