Successor Beneficiaries. Our policy may allow your beneficiaries If your spouse is the only designated beneficiary, or if there are to name their own successor beneficiaries to your IRA. A successor multiple designated beneficiaries and separate accounting applies, beneficiary would receive any of your IRA assets that remain after he/she can treat your IRA as his/her own IRA after your death your death and the subsequent death of your beneficiaries. even if he/she had chosen one of the options above. This Generally, the beneficiary will have to distribute all the remaining generally happens after any of your remaining RMD amount for IRA assets within a ten-year period.
Appears in 4 contracts
Samples: Customer Agreement, Customer Agreement, Customer Agreement
