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URL:  http://boards.fool.com/ive-never-heard-of-a-retirement-tax-shelter-ira-11456359.aspx

Subject:  Re: Just read Pub. 590 and now am confused Date:  11/2/1999  1:08 PM
Author:  gtstarling Number:  20391 of 121572

I've never heard of a retirement tax shelter (IRA, etc.) that is held as joint tenants. You own your plan; your spouse appears on it as a beneficiary - and vice versa.

It is true that your spouse must be included as a beneficiary - or else must "sign off" by waiver of spousal rights. (These are issues that often are settled as part of a divorce decree - or sometimes as part of a pre-nuptial agreement.)


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