In Private Letter Ruling 201736018 issued September 8, 2017, the IRS ruled that an IRA payable to the owner’s estate could be rolled over by the decedent’s spouse. If a spouse is designated as [...]
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For many people, an Individual Retirement Account (IRA) can be your most valuable and important retirement asset. However, planning for the transfer of an IRA at one’s death often does not get [...]
