Husband passed RMD recalculated for spouse age
Husband passed on Jan 20,2024. Check from investment company sent on 1-25-24.
She can’t cash the check and company is reissuing a new check in spouse’s name.
questions:
1. Does the RMD amount still stay in effect for the husbands age for 2024?
2. Can the RMD be recalculated to the spouse age (she is younger) for 2024?
3. Does the total RMD for 2024 include a portion of his and hers or just for her, if recalculated?
Thank you very much,
Douglas
Permalink Submitted by Alan - IRA critic on Mon, 2024-02-05 17:20