Fish-Weekly t1_jaatodd wrote on February 28, 2023 at 2:22 AM

Reply to comment by 1955photo in Trying to dispense an inheritace and a company is making it difficult. how can we resolve this? by Jack_of_Spades

It sounds like the will directs the money to be distributed as desired, but I agree with you that I don’t fully understand what the OP is trying to accomplish here from the taxation angle. Worst case, the surviving spouse can assume the IRA as their own and depending on age, let it continue to grow or take minimum RMDs for their lifetime.