lrubin28
New Member

Retirement tax questions

Thanks for the answer @ColeenD3 

When you say it depends on whether it would have been taxable if she were alive - if she were alive and took out  money from an IRA, wouldn't it be taxed as regular income? Or am I misunderstanding?  I guess I don't understand in which case(s) would the distribution my wife received NOT be taxable? Thank you!