Bird Posted March 23, 2011 Posted March 23, 2011 IRA owner dies with no named beneficiary; proceeds are to go to estate. The owner was married and the spouse is the sole estate beneficiary. Does anyone know of any PLRs or other guidance that would allow the spouse to be treated as the beneficiary; effectively looking through the estate to the ultimate beneficiary of the proceeds? (I already told them to double/triple check for papers and/or a default beneficiary.) Ed Snyder
mbozek Posted March 23, 2011 Posted March 23, 2011 IRA owner dies with no named beneficiary; proceeds are to go to estate. The owner was married and the spouse is the sole estate beneficiary.Does anyone know of any PLRs or other guidance that would allow the spouse to be treated as the beneficiary; effectively looking through the estate to the ultimate beneficiary of the proceeds? (I already told them to double/triple check for papers and/or a default beneficiary.) Almost all IRAs have been amended to provide that the spouse is the default beneficiary if there was no designated beneficiary at death. As for your Q see plr 200644031. mjb
Bird Posted March 23, 2011 Author Posted March 23, 2011 Almost all IRAs have been amended to provide that the spouse is the default beneficiary if there was no designated beneficiary at death.As for your Q see plr 200644031. Excellent; thanks! Ed Snyder
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