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  1. Janie
    Husband died in 2016 at age 76. Made RMD in 2016 after death; Wife stayed in 401K plan but just had name changed from husband to wife (Age 72 at time of husbands death.) Thought the transfer in wifes name would allow wife to continue to use the Uniform Life Table since wife was only beneficiary. Principal Group handles the Plan and they are insisting that wife must take it using Single Life Expectancy. I have been trying to get someone to listen to me that the Uniform Life Table should be used. It appears that once the first RMD has been made as a “beneficiary” vs. surviving spouse, the wife will be stuck with the single life expectancy which is undesirable in this situation. It appears that wife has no choice in 2017 RMD. If the 401K is rolled over to an IRA, what table will be used in the IRA and can the IRA be treated as “wifes own”? Please help….I am not a professional…just a fan of the website.
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