RMD Year of death
Wife age 67 passed away this May 2016. The surviving spouse, her husband rolled over her tax deferred annuity into his own IRA this month. Her husband is age 77. Is he required to take an RMD this year or can he wait until next year ?
Permalink Submitted by Alan - IRA critic on Fri, 2016-12-23 18:02
Because she passed prior to the required beginning date, husband does not have to take an RMD based on the IRA annuity value until 2017.