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    jammy23's Avatar
    jammy23 Posts: 545, Reputation: 0
    Senior Member
    		  
    #1

    Apr 15, 2013, 12:01 PM
    IRA beneficiary
    If someone leaves their daughter their bank a/c's and Bonds, house, etc. and leaves their domestic partner their IRA, can anyone challenge the domestic
    Partner to take away the IRA since she's not blood related?
    ebaines's Avatar
    ebaines Posts: 12,131, Reputation: 1307
    Expert
    		  
    #2

    Apr 15, 2013, 12:17 PM
    If you are unmarried then you can name anyone you want to be beneficiary of your IRA. The only rule is that if you are married and name someone other than your spouse as beneficiary then the spouse must sign a waiver to agree.
    ScottGem's Avatar
    ScottGem Posts: 64,966, Reputation: 6056
    Computer Expert and Renaissance Man
    		  
    #3

    Apr 15, 2013, 12:23 PM
    Also, if an IRA has a beneficiary, then the IRA is not part of the estate, but goes direct to the beneficiary.
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