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by Philm1
Mon May 28, 2018 1:09 pm
Forum: General questions and comments
Topic: Can I rollover ESOP to spouse’s IRA?
Replies: 1
Views: 4131

Can I rollover ESOP to spouse’s IRA?

I’m getting a large ESOP payout next month. My spouse is 7 years older than me. We could retire much earlier if he can gain access to it at 59 1/2. Does the law allow me to rollover my ESOP into an IRA in someone else’s name without a penalty? And yes, we’re going to do a post-nup that says if we se...