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Pass That Retirement Plan Money on to Heirs -- Several Red Flags to Watch For
Financial Advisor 
Nov. 5, 2007
Excerpt: Practitioners need to be aware of some points that were overlooked or mischaracterized by many commentators. First, it is not really a rollover like a spouse can do. Rather, it is a transfer from one account to another that must remain titled in the name of the decedent. In January 2007, the IRS issued Notice 2007-07, stating that the account should be titled as 'Tom Smith as beneficiary of John Smith.' With a spousal rollover, title is in the name of the spouse, as if she had owned it all along.
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