#spousal-rollover

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Retirement
from24/7 Wall St.
6 hours ago

A 71-Year-Old Widower Discovers a Single Decision About His Late Wife's $890,000 IRA Could Cost Him $54,000 in 2026 Taxes Alone

With a spousal rollover, inherited traditional IRA withdrawals can be deferred; taking large taxable distributions can push income into higher brackets and cost tens of thousands.
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