Transfers of RMDs. Transfers are not considered distributions. Your spouse beneficiary can take a distribution of part or all of You can transfer any portion of your traditional IRA or SIMPLE his/her share of your IRA and roll it over to an IRA of his/her IRA at any time during the year provided you satisfy your aggregate own, less any RMD.
Appears in 9 contracts
Samples: Individual Retirement Custodial Account Adoption Agreement, Individual Retirement Custodial Account Adoption Agreement, Individual Retirement Custodial Account Adoption Agreement
