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ANOTHER GOOD REASON TO DO A SPOUSAL ROLLOVER

by | Nov 1, 2021 | Uncategorized

By Ian Berger, JD IRA Analyst As discussed in the October 18 Slott Report, spousal beneficiaries of IRAs can take advantage of certain payout rules that aren’t available to non-spouse beneficiaries. For example, a surviving spouse who remains a beneficiary can defer...