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Spouse Inherited 401(k) vs. IRA and RMD table used.
Spouse is 5 yrs younger than husband. In 2019, Spouse inherited 401(k) balance and left it in the plan. Decedent was taking RMD. The spouse will use Single Life Expectancy table to continue RMDs for amounts left in plan, but if balance is transferred to spouse's IRA, spouse can use Uniform Life Expectancy table to lower annual RMD. Yes?
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‎February 15, 2020
2:13 PM