Can a spouse rollover part of their 401(k) or 403(b) to their partner while they are still alive?

Can a spouse rollover part of their 401(k) or 403(b) to their partner while they are still alive? When you rollover your 401(k) or 403(b) accounts pretax, do you pay the tax immediately, or after you've filed taxes for that year? 

 

 

401(k), IRAs, Taxes
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March 2018

What are you hoping to accumplish my rolling over a portion of your 401(K) or 403b to your spouse?  There is no way to do this while alive and still married.  but perhaps you have some other financial goal in mind we could come up with a creative solution.

 

On the other hand if you are getting divorced (hopefully not....) there is a thing called a QDRO which allows you to split retirement accounts according to your divorce decree.

 

Best of luck.

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