ira owner died and trust is bene. can spouse to a spousal rollover?
potential clients husband died with $200,000 ira. left their trust as the beneficiary. Can she do a spousal rollover?
or is it all taxable?
potential clients husband died with $200,000 ira. left their trust as the beneficiary. Can she do a spousal rollover?
or is it all taxable?
Permalink Submitted by Bruce Steiner on Thu, 2014-06-19 16:09
Perhaps. See my article on this subject in the October 1997 issue of Estate Planning: http://www.kkwc.com/docs/AR20050125164755.pdf