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  • Posted in: NASSAUSUFFOLK

    Michael, I'm actually looking at some of the Inherited IRA rules for a different aspect. The spouse who inherits an inherited IRA does NOT get the special spousal rollover rights and rather becomes a "successor" beneficiary and subject to the remaining ...

  • Posted in: NASSAUSUFFOLK

    Has IRS issued formal guidance further to the Executive Order which eliminated paper checks as a method of payment? Michael Jaffe CPA

  • Posted in: NASSAUSUFFOLK

    My guess is that the wife continues on her husband's schedule, but now she must deplete the account within 10 years (by 12/31/2034). This is an interesting fact pattern. Depending on ages, salaries (incl loss of husband salary), other income, deductions, ...

  • Posted in: NASSAUSUFFOLK

    A mother in died in 2018. she was in RMD. The IRA was split among her 3 children. one of her children died in 2024 and it was left to his wife. Does she take over the same period as her husband? I think that I know the answer but I'm looking for confirmation. ...

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