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IRS Resolves Yet Another Failure to Designate a Beneficiary for a Retirement Account
Appleby Retirement Dictionary 
[Guidance Overview] June 12, 2018 "[IRS PLR 201821008] is yet another case of a failure to properly designate a beneficiary of a retirement account. In this case, the IRS remedied the issue by approving the surviving spouse's rollover of a Governmental 457(b) account to her own traditional IRA, even though the decedent's estate was the beneficiary of the 457(b) account. The IRS considered the spouse's rights and control over the estate[.]" MORE >> |
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