Story thread · 2 reports / 1 sources

She Was 74 When Her 66-Year-Old Husband Died. Rolling His $350,000 IRA Into Her Own Name Started Withdrawals Immediately. Leaving It in His Name Would Have Bought Her Seven Years

247wallst.com · 14hShare

Most widows sign the rollover form the same week their husband dies, not knowing that a single word to the custodian could control whether the IRS can touch that account for years.

First report: Her Husband Was Nine Years Younger. When He Died She Left the IRA in His Name Instead of Rolling It Into Hers, and the IRS Can’t Ask Her for a Withdrawal Until the Year He Would Have Turned 73 — 247wallst.com, 3d