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What do I need to do to converge my late husband’s IRA into mine?

My deceased husband and I each have an IRA with Matrix. Kevin Kelly (Traverse City, MI) is my advisor.

Jul 27, 2018 by Sharon in  |  Flag
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Jean Fullerton Level 1

If you were listed at the sole primary beneficiary on your husband's IRA account you should be able to contact your adviser and/or account custodian and have them send you the forms to rollover his account into yours. If you are over 70.5 note that you will need to take out a larger distribution from your IRA next year, reflecting the higher amount in your combined account.

Comment   |  Flag   |  Jul 30, 2018

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