What Is the Right Option for a Spouse IRA Beneficiary?
Aug 2, 2023
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By Denise Appleby, APA, CISP, CRC, CRPS, CRSP
Should they choose a beneficiary IRA, treat-as-own, or rollover into their own account? Secure Act 1.0 adds new considerations to the decision-making process for spouse IRA beneficiaries.