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    Question re inherited retirement

    I cannot figure out if a wife who inherited half of her husbands retirement benefits is
    required to continue withdrawing at the same rate as the husband who died during 2010
    at age 65. He had been withdrawing the retirement for years. I would appreciate help
    regarding this. I cannot find it in TTB. It would not be RMD yet.
    Last edited by dyne; 02-24-2011, 02:54 PM. Reason: more info

    #2
    Originally posted by dyne View Post
    I cannot figure out if a wife who inherited half of her husbands retirement benefits is
    required to continue withdrawing at the same rate as the husband who died during 2010
    at age 65. He had been withdrawing the retirement for years. I would appreciate help
    regarding this. I cannot find it in TTB. It would not be RMD yet.
    This probably has nothing to do with tax law, but depends on ERISA regulations and how the retirement plan is written.

    She can only request clarification from the plan administrator. Ours not to reason why or how.
    ChEAr$,
    Harlan Lunsford, EA n LA

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