Spousal Rollover
When the IRA owner dies, and the spouse is the beneficiary, the spouse wants to move her husband’s assets to her own IRA.
Is this considered a reportable spousal rollover (4G) or a trustee to trustee transfer to her own IRA?
When the IRA owner dies, and the spouse is the beneficiary, the spouse wants to move her husband’s assets to her own IRA.
Is this considered a reportable spousal rollover (4G) or a trustee to trustee transfer to her own IRA?
Submitted by Pam Magnuson on Tue, 2024-11-19 12:30