All of the answers are options for the surviving spouse in this scenario

Series 7 - General Securities Representative Exam

Training Mode

Unit 1 Unit 2 Unit 3 Unit 4

When a spouse dies and a Traditional IRA is inherited by the surviving spouse, which of the following are TRUE?

The surviving spouse can roll the inherited assets into his or her own IRA, The surviving spouse can tranfer the assets to an Inherited IRA, The surviving spouse can use Stretch IRA strategies

The surviving spouse can roll the inherited assets into his or her own IRA, The surviving spouse can tranfer the assets to an Inherited IRA, The surviving spouse can take lump sum distributions from the IRA, The surviving spouse can use Stretch IRA strategies

The surviving spouse can tranfer the assets to an Inherited IRA, The surviving spouse can use Stretch IRA strategies

The surviving spouse can tranfer the assets to an Inherited IRA, The surviving spouse can take lump sum distributions from the IRA, The surviving spouse can use Stretch IRA strategies