Separate Accounting (Multiple Beneficiaries). Our policies may Your spouse beneficiary can take a distribution of part or all of permit separate accounting to be applied to your IRA for the benefit his/her share of your IRA and roll it over to an IRA of his/her of your beneficiaries. If permitted, separate accounting must be own, less that year's RMD. applied in accordance with Treasury Regulation 1.401(a)(9)-8, Q&A
Appears in 4 contracts
Samples: Customer Agreement, Customer Agreement, Customer Agreement
