Posted on Friday, 16th June 2023 by Dennis Damp
I discussed the spousal and non-spousal beneficiary issues with a TSP representative last week to substantiate the following inherited account guidelines. When an annuitant or surviving spouse dies the TSP sends out a determination package to beneficiaries. They set up a survivor account for spouses or a temporary account for non-spousal beneficiaries that can be […]
Tags: Inherited IRA, Non-Spouse Beneficiary, Spouse Beneficiary, TSP beneficiaries, TSP Spousal Accounts, TSP Temporary Accounts
Posted in
- ANNUITIES / ELIGIBILITY
- BENEFITS / INSURANCE
- ESTATE PLANNING
- FINANCE / TIP
- RETIREMENT CONCERNS
- SURVIVOR INFORMATION
