The 99% Rule For Spousal Beneficiaries of IRAs
By Jeffrey Levine, CPA/PFS, CFP®, CWS®, MSA A spouse who inherits an IRA or similar account has a couple of options available depending on what the end goals are. But in most cases, the 99% rule offers flexibility and helps preserve the stretch. It sounds odd to say, but death is a part of life […]
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