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  2. Inherited 401(k) rules: What beneficiaries need to know - AOL

    www.aol.com/finance/inherited-401-k-rules...

    Roll the inherited 401(k) directly into your own 401(k) or IRA: This choice gives the inherited money more time to grow. Regular 401(k) rules apply for withdrawals prior to retirement age, meaning ...

  3. 401(k) Heritage Taxes Will Cost You This Much - AOL

    www.aol.com/401-k-inheritance-tax-rules...

    If you inherit an IRA or 401(k) and fail to take the RMD for the year of the account owner’s death, a 50% tax penalty applies. There’s an exception if the estate is named as the beneficiary of ...

  4. My sister passed away 15 years ago, and her 401(k) is still ...

    www.aol.com/sister-passed-away-15-years...

    One of the benefits of a 401(k) account is allowing the power of time and compounding to create a sizable retirement nest egg. ... the father may have been listed as a secondary beneficiary ...

  5. If you want to help your kids bypass probate when you die ...

    www.aol.com/finance/want-help-kids-bypass...

    Annuities and retirement accounts. A trust can turn non-taxed accounts into taxable ones. However, you can make the trust itself the beneficiary, so that these accounts pass directly to your ...

  6. What Happens to Your 401(k) When You Die? - AOL

    www.aol.com/happens-401-k-die-220048593.html

    Learn about 401(k) beneficiaries and how to designate your assets according to your wishes. Skip to main content. 24/7 Help. For premium support please call: 800-290-4726 more ways to reach us ...

  7. What Do My Beneficiaries Need to Know About Trusts & Money? - AOL

    www.aol.com/does-beneficiary-money-trust...

    Trust beneficiaries may also have to deal with tax repercussions too. Depending on trust, money or assets, and the estate laws within the state, a tax payment may be required. For example, if a ...

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