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  2. Options available if an AOL account owner passes away

    help.aol.com/articles/options-available-if-an...

    A copy of the death certificate of the AOL account holder, issued in the United States; A copy of the requester's government-issued ID; and; One of the following documents: • A copy of the will of the deceased AOL account holder giving the requester access to digital assets; or

  3. 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 ...

  4. What happens to your bank account after you die? - AOL

    www.aol.com/finance/what-happens-to-bank-account...

    “When the account holder passes away, the beneficiary must provide evidence to the bank of the account holder’s death, namely a death certificate, and then the bank will distribute the ...

  5. How to protect your deceased loved one’s credit after death

    www.aol.com/finance/protect-deceased-loved-one...

    Equifax will add a death notice to your departed’s credit report upon receiving the documents. 3. Confirm the freeze and ensure the account is flagged as deceased

  6. Roth 401(k) - Wikipedia

    en.wikipedia.org/wiki/Roth_401(k)

    The Roth 401(k) is a type of retirement savings plan. It was authorized by the United States Congress under the Internal Revenue Code, section 402A, [1] and represents a unique combination of features of the Roth IRA and a traditional 401(k) plan. Since January 1, 2006, U.S. employers have been allowed to amend their 401(k) plan document to ...

  7. Comparison of 401(k) and IRA accounts - Wikipedia

    en.wikipedia.org/wiki/Comparison_of_401(k)_and...

    Also, the non-basis portion can be rolled over into a 401(k), if allowed by the 401(k) plan. Changing Institutions Can roll over to another employer's 401(k) plan or to a rollover IRA at an independent institution. Can roll over to another employer's Roth 401(k) plan or to a Roth IRA at an independent institution.

  8. Principal Financial Group - Wikipedia

    en.wikipedia.org/wiki/Principal_Financial_Group

    In 2019, Principal purchased Wells Fargo's institutional retirement and trust business (including 401k, pension, executive deferred compensation, employee stock ownership plans and asset advice business) for $1.2 billion. The deal was financed with cash and senior debt financing. [8]

  9. What is transfer on death (TOD) for estate planning? - AOL

    www.aol.com/finance/transfer-death-tod-estate...

    A transfer-on-death account is an arrangement that allows the assets held within a brokerage account or bank account to pass directly to a named beneficiary upon the account holder’s death, thus ...