Non-Spouse Rollover Rule Changes

  

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"The purpose of the provision was to allow non-spouse plan beneficiaries the same ability to stretch post-death distributions over their lifetimes as if they had inherited an IRA. That was the plan."

The article discusses the following:

• “So What's the Rule Now?” – “It now appears that non-spouse transfers will remain voluntary and not be mandatory for 2008.”
• “But, In General, Tell Your Clients to Do an IRA Rollover If They Can!”
• “Timeline of the Rules for Non-Spouse Direct Rollovers”