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Inherited 401k

401k
June 21, 20240Comments

Decoding the Complexities of Inherited 401(k)s: A Step-by-Step Guide for Beneficiaries

Summary: Navigating the complexities of an inherited 401(k) involves understanding various options and rules. Beneficiaries, whether spouses or non-spouses, must decide on taking a lump-sum distribution or rolling over funds
by Sridhar Boppana

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