Understanding Who Should Be Beneficiary of Your IRA

How to Turn a Modest Tax-Deferred Account Into Millions For Your Family

(includes IRAs, 401(k)s, pensions, profit sharing and other qualified plans)

Estate Planning > FAQ Topics > IRA Beneficiary FAQs
 
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8. What happens if my spouse dies first?

If you don't remarry, you lose the rollover option. This used to be a problem, because distributions after your death would still be based on your and your deceased spouse's life expectancies. But now you can name a new beneficiary, and after you die the distributions will be based on the new beneficiary's life expectancy.

 

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