Successor Beneficiaries. In general, if you inherited assets from a beneficiary in 2019 or earlier, you must continue with the same distribution method used by the previous beneficiary. You also should have taken the previous beneficiary’s year of death RMD. As a spouse that is a successor beneficiary you do not have the option to treat the account as your own, or the option to complete a rollover to your own personal IRA.
Appears in 4 contracts
Samples: www.rbfcu.org, www.rbfcu.org, www.rbfcu.org
