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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 Social Security Check When Your Spouse Dies?

   www.aol.com/happens-social-security-check-spouse...

   Finally, a surviving spouse may be eligible to receive benefits at any age if they take care of the deceased’s child who is under the age of 16 or has a disability and receives child benefits.

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

   www.aol.com/calculate-rmd-death-130000536.html

   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 Social Security Benefit When Your Spouse ...

   www.aol.com/happens-social-security-benefit...

   Spousal benefits allow spouses to claim Social Security on the work record of a retired partner, provided certain conditions are met. First, the spouse must be at least 62 years old. First, the ...

6. 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 ...

7. 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 ...

8. 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.

9. Here's What Happens to Your Social Security When Your Spouse ...

   www.aol.com/heres-happens-social-security-spouse...

   If you're caring for a child who is under age 16 or disabled, you can file for survivors benefits at any age. In general, your spouse also needs to have worked and paid Social Security taxes for ...