Spouse Beneficiary

The surviving spouse who inherits an IRA or other retirement account from the decedent

Life-Expectancy Rule

Definition A rule under which beneficiaries with inherited retirement accounts ( inherited IRAs and employer sponsored retirement plans), must take their required minimum distributions over

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Spousal Consent

Definition The (usually) written consent provided by the spouse of a retirement account owner, for the retirement account owner to take certain actions with his

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Default beneficiary

Definition A party who is treated as the beneficiary of a retirement account under the default provisions of the retirement plan document. A beneficiary is

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De Facto Beneficiary

Definition A party who is treated as the beneficiary of a retirement account under the default provisions of the retirement account plan document. A de facto

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