Don't Botch a Non-Spouse Rollover
Apr 19, 2007 (Updated on Feb 24, 2012)
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By Elaine Floyd, CFP®
Non-spouse beneficiaries now have the right to roll qualified plan assets over into an inherited IRA. However, if the timing and other requirements aren't met exactly, beneficiaries may not be able to stretch out the distributions. Here's what you need to know.