Beneficiary mistake

Any way to correct the following: beneificiary of husband’s annuity IRA was incorrectly named estate, as opposed to wife. Husband died. Is there any way to enable the wife to rollover/transfer to her IRA, to continue tax deferral; or are they stuck with paying the full tax on the IRA distribution to the estate?



Perhaps. See my article on this subject in the October 1997 issue of Estate Planning: http://www.kkwc.com/docs/AR20050125164755.pdf.



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