Spouse/beneficiary is a NON US citizen
Can a spouse who is [b]not a US citizen [/b]retain or rollover an inherited IRA as the primary beneficary ?
Can a spouse who is [b]not a US citizen [/b]retain or rollover an inherited IRA as the primary beneficary ?
Permalink Submitted by Bruce Steiner on Thu, 2008-01-24 00:12
The real question here is how to do the rollover and still qualify under the QDOT rules.
Permalink Submitted by [email protected] on Thu, 2008-01-24 18:56
I use Natalie Choate’s book but unfortunately I have the 2006 edition and in there references – if participant’s spouse is not a U.S. citizen additional rules apply that are not covered in this book – see Chapter 4 of prior editions…..
Permalink Submitted by Bruce Steiner on Thu, 2008-01-24 20:23
I was merely pointing out the issue for you. I’m familiar with the relevant regulations and rulings.