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IRS "Rolls Over" Where Beneficiary Designation Overlooked

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Surviving Spouse Receives Taxpayer-Friendly Ruling in IRA Case

May 12, 2016

Author: Andrew M. Nerney and Andrew Brett Seiken

Trusts & Estates Magazine Website

Andrew M. Nerney and Andrew Brett Seiken, associates in Cummings & Lockwood's Private Clients Group, published an article entitled "IRS 'Rolls Over' Where Beneficiary Designation Overlooked:  Surviving Spouse Receives Taypayer-Friendly Ruling in IRA Case" which appeared on Trusts & Estates magazine website on May 12, 2016.  To read the full article, click here.