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How-do-I Do a Particular Thing in PRC?
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Topic starter May 31, 2023 6:06 pm
Is there a way to have 2 IRAs (spouse) and treat them separately? Plan: Roll over employer 403b into a separate IRA and designate a charitable foundation as beneficiary. I know the RMDs would consider both, but if I want to try to do a Roth conversion with spouse, have it do ONLY the IRA I designate.
June 1, 2023 3:39 pm
@crashdox No, the tool can only model one tax-deferred account per person.
Stuart
