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When Not to Name Your Spouse the Beneficiary of Your IRA
Posted by: Eric Hundin in , Estates, Wills, Trusts, Career Information, Blog CarnivalIn most cases, naming your spouse as the beneficiary of your IRA makes the most sense. However, depending on your wishes, other beneficiary arrangements may do a better job of accomplishing your goals.
First, let’s take a quick look at the requirements and advantages of naming your spouse as the sole beneficiary of your IRA. Choosing another beneficiary will cause you to lose some of these advantages.
The first advantage allows the spouse to elect to treat the IRA as his or her ow (more…)
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