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Salvaging the Benefits of a Spousal Rollover When the Beneficiary Designation Is Wrong
Schiff Hardin Link to more items from this source
[Guidance Overview]
Aug. 10, 2015
"Two recent private rulings confirm ... that a spousal rollover often can be salvaged even when the decedent did not properly designate the spouse as beneficiary. The IRS will still allow a rollover if the spouse can dictate all the actions necessary to cause the account to be paid to him or her."

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