#decedent

1 story

#husband #ira #irs #required minimum distribution #secure 2.0 #spousal rollover #tax deferral #tax penalty #widow

Widow Keeps IRA in Husband's Name for Decade-Long Tax Deferral
Widow retains IRA in deceased husband's name to delay tax withdrawals until he'd turned 73, avoiding 10% early distribution penalty.
24/7 Wall St. · 1m