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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. A Guide to Inheriting a 401(k) - AOL

   www.aol.com/news/guide-inheriting-401-k...

   Inheriting a 401(k) on the death of the account owner isn't always as straightforward as inheriting other types of assets. The IRS has certain rules that 401(k) beneficiaries must follow that ...

5. RMDs After Death: How Do You Calculate the Required Amount? - AOL

   www.aol.com/finance/calculate-rmd-death...

   The IRS imposes a strict penalty when RMDs are required but not taken by beneficiaries. 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% ...

6. How to calculate taxes on an inherited annuity - AOL

   www.aol.com/finance/calculate-taxes-inherited...

   The tax liability changes based on how the annuity was funded, whether it’s part of a retirement plan such as a 401(k) and even what type of retirement plan it is.

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

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

   You may be saving to retire comfortably, but what happens to your 401(k) when you die? Learn about 401(k) beneficiaries and how to designate your assets according to your wishes.

8. The IRS just updated the rules for inherited IRAs. What heirs ...

   www.aol.com/finance/irs-just-updated-rules...

   For example, while most non-spouse beneficiaries must spend down the accounts in 10 years, they only have a required minimum distribution (RMD) each year if the decedent was past the RMD age.

9. 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. 401(k) Heritage Taxes Will Cost You This Much