I have a widower customer age 80 that has a Roth IRA. His late wife also had a Roth IRA. He was her sole named beneficiary.
When she died in 2019, he apparently had continued her Roth as an eligible spousal beneficiary, rather than roll it over into his.
Since he was the beneficiary, should he have been taking RMD'S from her Roth ?
Does he remain eligible to rollover her Roth into his ?
Thanks for comments.
When she died in 2019, he apparently had continued her Roth as an eligible spousal beneficiary, rather than roll it over into his.
Since he was the beneficiary, should he have been taking RMD'S from her Roth ?
Does he remain eligible to rollover her Roth into his ?
Thanks for comments.