Options for a Spouse Beneficiary‚ Remain a Beneficiary or Retitle to Your Own Account?

By Beverly DeVeny, Director of Retirement Education

Your spouse has died and you are named the beneficiary of their IRA. What do you do now? The IRA custodian has automatically retitled the account as an inherited IRA and after all, wouldn’t they only do what is best for you? Should you leave it that way or should you move the assets to your own IRA?


Inside Our Current Issue:

  • How the Once-Per-Year IRA Rollover Rule Works
  • RMDs Cannot be Rolled Over
  • Guest IRA Expert, Seymour Goldberg, CPA, MBA, JD: Practical Issues When an IRA Owner Dies
Enter Ed Slott's IRA Advisor


Ed Slott and Company, LLC 100 Merrick Road -- Suite 200 E Rockville Centre, New York 11570 United States (516) 536-8282