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Jul 15, 2024 · To qualify for a spousal IRA, couples must be legally married and file their taxes jointly. The working spouse must earn enough income to cover the contributions for both IRAs. …
Spousal Continuation Option Use this form to assume ownership of an existing Investment Edge® annuity contract About This Form The Spousal Continuation option allows a spouse, as a sole …
May 24, 2023 · A spouse beneficiary may elect to treat an inherited IRA as their own if they are the sole beneficiary and have an unlimited right to withdraw amounts from the IRA.
Aug 13, 2025 · Build retirement savings for a non-working spouse with a spousal IRA. Learn rules, limits, and benefits for 2025 in this smart strategy.
For couples looking to save for two retirements when only one spouse is earning income. A spousal IRA allows one spouse to fund an IRA for the other, even without individual income. To...
Jul 29, 2025 · It allows a working spouse to contribute to an IRA on behalf of their non-working or low-income spouse. The primary requirement is that the couple must file a joint tax return.
Nov 1, 2023 · Generally, you can’t contribute to an individual retirement account (IRA) unless you earn an income in a given year. The spousal IRA, however, is an exception to this rule, …
Aug 20, 2024 · For decades, spouse beneficiaries were able to take a deceased IRA owner’s assets as their own at any time. This could be accomplished either through a direct trustee-to …
It allows the surviving spouse to either continue the annuity, surrender it for a lump sum, or receive a guaranteed income stream, thus ensuring continued financial security and growth.
Spouse is not the sole beneficiary if there are multiple beneficiaries and the spouse’s share is not transferred to a separate IRA by 12/31 of the year after the account owner’s death.
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