Spouse as Beneficiary

[Nassau]

We have a spousal beneficiary who would like to roll the pretax assets in the plan to her Roth IRA at an outside institution. Is this permissable and if so how is it accomplished? Is there any tax withholding?

[austin3515]

Yes it's possible. You process just like any other rollover. The 1099 code is the same (G) but you need to enter the taxable amount of the distriubtion.