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May 27, 2015
12:18
:18
pm
Steuermann
How badly do you want to combine them?
If you die, then she can move your balance into her account.
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Steuermann
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Steuermann
Joined
Nov 29, 2001
Last login
Apr 27, 2024
Total posts
489 (0 FO)
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Messages
Author
Time
IRA question
Sea Chicken
5/27/15 11:49am
The I stands for individual. I don't think there can be joint owners.
oohYeah
5/27/15 11:51am
I thought it stood for Irish
Sea Chicken
5/27/15 11:53am
Irish Retirement accounts? Weird that they would segregate those...
monkeycowboy
5/27/15 12:00pm
IRAs cannot be jointly held. The IRS bases withdrawals off of one individuals
Mexicougazul
5/27/15 11:53am
You can't combine unless you withdraw the money which creates a taxable event.
Zach Morris
5/27/15 11:53am
Thanks guys. I should have known that.
Sea Chicken
5/27/15 11:55am
How badly do you want to combine them?
Steuermann
5/27/15 12:18pm
While you can't combine them, you can execute a power of attorney
Acorn
5/27/15 12:25pm
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