Inherited IRA from a partner
Have the RMD rules been updated for a beneficiary to treat their inherited IRA from their partner the same as any other spouse would treat their inherited IRA?
ex.
Joseph inherited his partner, Ken’s IRA on 5/8/2017, does he follow the same rules as any other spouse would?
Permalink Submitted by Alan - IRA critic on Wed, 2017-10-25 19:47
Yes, as long as he is legally considered a spouse, not a domestic partner or civil union.
Permalink Submitted by Wendy Mommaerts on Fri, 2017-12-01 20:19
would you happen to have documentation or the IRS ruling on this?