surviving spouse registration
Does a surviving spouse have to register in a special format as does a non- spouse?
Can she/he just move the inherited traditional & Roth directly into her/his IRA ?
If contingency beneficiaries the same on her/his IRAs will new i paper work be required?
Permalink Submitted by Alan - IRA critic on Tue, 2021-01-19 03:39
See your other post for detailed response. Contingent beneficiaries will not need to complete paperwork unless they actually inherit due to disclaimer or death of primary beneficiary prior to death of owner.