inherited IRA deadlines
Is there an IRS deadline for transferring/rolling over an annuity in an IRA to a non-spouse(common law partner) beneficiary where all benes of the decedent’s are relatives. Prudential won’t let me but that may be their rule vs the IRS’s.
Permalink Submitted by Alan - IRA critic on Tue, 2018-02-06 21:55
This would be Pru’s annuity IRA agreement, possibly being more restrictive than IRS Rules.It may not have life expectancy as the default method, or they could have operating procedures that apply unless directly contrary to the IRA agreement. What year did IRA owner pass? And what is the state’s position on common law marriage?