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

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

   A trust is a document that allows you to keep control of your money and property and designate who receives it once you die. “Revocable” means you can change the terms at any time while you ...

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

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

   Using a 401(k) is an excellent tool to save for retirement as the magic of time and compounding can have it grow into a substantial nest egg over time, even if additional funds aren't contributed ...

6. I Live in Virginia. How Can I Avoid Probate? - AOL

   www.aol.com/finance/live-virginia-avoid-probate...

   Assets in trusts as well as non-probate assets like life insurance and 401(k)s with beneficiaries also avoid probate. ... over will naming the trust as beneficiary. And planning ahead is essential ...

7. How to Pick a Beneficiary for Your 401(k) Plan - AOL

   www.aol.com/news/pick-beneficiary-401-k-plan...

   You might not be able to spend all the money in your 401(k) plan before you die. If that happens, your retirement savings will pass to the person you name as the beneficiary of the account. The ...