Tag: 403(b) plans|IRAs|Survivor benefits
How can heirs handle my retirement funds?
Q: What happens if my wife, age 70, predeceases me, and when I pass away there is still a sizable balance in my existing rollover IRA and 403(b)?
Q: What happens if my wife, age 70, predeceases me, and when I pass away there is still a sizable balance in my existing rollover IRA and 403(b)?
