Spouse IRA Beneficiaries: Handling New Restrictions for Inherited IRAs
Sep 9, 2022
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By Denise Appleby, APA, CISP, CRC, CRPS, CRSP
Spouse beneficiaries of IRAs have always enjoyed exclusive benefits. While this is still the case, the proposed RMD regulations create new limitations that must be managed so as to avoid unintended tax consequences.