The 99% Rule for Spousal Beneficiaries of IRAs
Oct 6, 2014
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By Jeffrey Levine, CPA/PFS, CFP®, CWS®, MSA
A spouse who inherits an IRA or similar account has a couple of options available depending on what the end goals are. But in most cases, the 99% rule is the optimal strategy for maximizing flexibility and preserving the stretch.