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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. Inherited IRA rules: 7 things all beneficiaries must know - AOL

   www.aol.com/finance/inherited-ira-rules-7-things...

   4. Take the tax break if you’re entitled to it. An inherited IRA may be taxable, depending on the type. If you inherit a Roth IRA, you’re free of taxes.

4. Rules for Withdrawing From an Inherited Roth IRA - AOL

   www.aol.com/rules-withdrawing-inherited-roth-ira...

   Then, consider the long-term benefit of this “extra” money. Consider Your Tax Bracket. Your current IRS tax bracket and your expected future one should be heavily considered when planning ...

5. Should My Estate Be My IRA Beneficiary? - AOL

   www.aol.com/finance/estate-ira-beneficiary...

   In the case of passing on your individual retirement account or an IRA, you have two choices. You can name a beneficiary or multiple beneficiaries to receive the income from …

6. What is a beneficiary? - AOL

   www.aol.com/finance/beneficiary-211500552.html

   If you don’t name a beneficiary on a specific account, the money goes to your estate. From there, the beneficiaries named in your will may be able to inherit the accounts you didn’t designate ...

7. What happens to your investment accounts after you die? - AOL

   www.aol.com/finance/what-happens-to-investment...

   Account type. Estimated transfer time. When court oversight is required. Individual • 3 to 6 weeks with a beneficiary • 3 to 24 months without a beneficiary