Felicia
Dec 16 2003, 11:09 AM
If a survivng spouse is one of several beneficiaries, can the surviving spouse rollover his/her portion to his/her own IRA AFTER separate accounts are established?
Mary Kay Foss
Dec 21 2003, 08:03 PM
Once the separate accounts are established, the surviving spouse is the "sole" beneficiary of the IRA and can do a rollover.