16-May-20
SECURE Act and Surviving Spouses
Take-Away: Spousal rollovers were not changed by the SECURE Act. Naming a spouse as the decedent’s designated beneficiary is still the most tax-efficient manner in which to transmit a retirement account on the decedent-spouse’s death to his or her survivor, among several different options. While naming a spouse is the most tax effective manner to […]
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