Both H&W die
Trad or Roth, H&W each named as pri bene on the other’s and their child as sec bene. H&W die in same accident but H deemed 1st to die. W obviously unable to rollover IRA to her own. Whose life expectancy will determine the RMD?
Trad or Roth, H&W each named as pri bene on the other’s and their child as sec bene. H&W die in same accident but H deemed 1st to die. W obviously unable to rollover IRA to her own. Whose life expectancy will determine the RMD?
Permalink Submitted by Alan Spross on Mon, 2008-06-16 23:44
Deleted
Permalink Submitted by Larry Lein on Thu, 2008-06-19 01:55
Thank you so much for your reply. However, I need a bit more specifics and therefore posted a new question. Again, thanks for your assistance.
Permalink Submitted by Alan Spross on Thu, 2008-06-19 18:41
OK – I deleted the response since it did not address all the issues involved, and there are plenty of them. See your other post.