Tag: spouse beneficiary

Avoiding Costly Mistakes as a Spousal Beneficiary

Written by Chris Robinson on March 25, 2025. Posted in Ed Slott's IRA Corner, Estate.

We’ve all heard the saying, “Nothing is certain except death and taxes.” But if you’re married,...

consider a disclaimer, name new beneficiaries, split the inherited account, spouse beneficiary

Critical Changes for 2024: Avoiding Spousal Beneficiary Mistakes

Written by Chris Robinson on April 8, 2024. Posted in Ed Slott's IRA Corner, Estate.

Many are familiar with the adage, “Nothing is certain except death and taxes.” If you are married, a time will come when...

mistakes with spouse beneficiary, new rules for 2024 for spouse beneficiary, spouse beneficiary

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