IRA transfer to spouse beneficiary.

By Guest onemans
March 2, 2000 in Estate Planning Aspects of IRAs and Retirement Plans

https://benefitslink.com/boards/topic/2737-ira-transfer-to-spouse-beneficiary/

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Guest onemans

Posted March 2, 2000

Hopefully a simple question :

Husband (74 and received distributions)passes away. IRA (aprox $40k) fbo-husband(wife beneficiary) is in joint bank account of husband and wife (67). What should the wife do to effect her ownership of this asset ? Are there any tax consequences ?

Thanx in advance for your help.

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IRA transfer to spouse beneficiary.

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