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

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

    Inherited retirement accounts like IRAs come with different rules that may require you to take minimum distributions and report that income to the IRS. ... Non-retirement Transfer on Death (PDF ...

  4. 401(k) Heritage Taxes Will Cost You This Much - AOL

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

    The IRS has special rules regarding the RMD in the year of death that IRA and 401(k) beneficiaries need to be aware of. A financial advisor can help you through the ins and outs of planning for ...

  5. 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 ...

  6. 401(k) Inheritance: Your Complete Guide - AOL

    www.aol.com/news/401-k-inheritance-complete...

    For premium support please call: 800-290-4726 more ways to reach us

  7. 401(k) Heritage Taxes Will Cost You This Much - AOL

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

    Inheriting a retirement account can create tax headaches. Learn how 401(k) inheritance rules work and how they affect your financial plan.

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