To roll your deceased husband's fund into yours, you'll need to go through a specific process. First, ensure that you were named the beneficiary on the account. Then, open an Inherited IRA to accept the assets. You'll need to provide BNY Mellon with your husband's death certificate and complete the required paperwork for the transfer. Keep in mind that inheritance and tax laws are complex, and may impact your decision on how to manage this process. It may be beneficial to consult with a financial advisor or legal expert to understand your options and potential tax implications.
Demandé Apr 1, 2024 8:44 PM