Felicia Posted December 16, 2003 Posted December 16, 2003 If a survivng spouse is one of several beneficiaries, can the surviving spouse rollover his/her portion to his/her own IRA AFTER separate accounts are established?
Mary Kay Foss Posted December 22, 2003 Posted December 22, 2003 Once the separate accounts are established, the surviving spouse is the "sole" beneficiary of the IRA and can do a rollover. Mary Kay Foss CPA
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