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What happens when a spouse inherits an inherited IRA?

If you inherit the IRA, there will be no penalties for taking distributions. But you may have to take RMDs every year (if you choose the life-expectancy distribution method instead of the ten-year method).

When a traditional IRA is inherited from a spouse the surviving spouse has three choices?

You have three choices if you inherit a traditional IRA from your spouse: Cash the account in. Transfer it to your account. Be a beneficiary.

Does a spouse inherit an IRA tax free?

If you inherit a Roth IRA, youre free of taxes. But with a traditional IRA, any amount you withdraw is subject to ordinary income taxes. For estates subject to the estate tax, inheritors of an IRA will get an income-tax deduction for the estate taxes paid on the account. Inherited IRA Rules: 7 Things All Beneficiaries Must Know Bankrate retirement inherited-ira- Bankrate retirement inherited-ira-

How do I handle an inherited IRA from my spouse?

If the account holders death occurred prior to the required beginning date, the spouse beneficiary may: Keep as an inherited account. Delay beginning distributions until the employee would have turned 72. Take distributions based on their own life expectancy. Roll over the account into their own IRA. Retirement Topics - Beneficiary | Internal Revenue Service IRS (.gov) plan-participant-employee reti IRS (.gov) plan-participant-employee reti

Can I transfer my IRA to my wifes IRA?

Federal law allows tax-free transfers if BOTH statements below are true: The IRA transfer is provided for in your divorce decree or property settlement agreement, AND. The funds are transferred directly from one spouses IRA to the other spouses IRA.

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