The introduction of the spousal IRA election under the SECURE 2.0 Act presents a mix of new, unique opportunities and complexities. In this episode of the PFP Section podcast, Bob Keebler, CPA/PFS, MST, AEP, guides you through the critical considerations for those navigating the spousal IRA election, especially when a spouse who is more than seven years younger passes away first.
Bob covers:
Spousal IRA options: SECURE 1.0 vs. SECURE 2.0
Decision-making: Traditional rollover vs. inherited spousal IRA election
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