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

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

   Surviving spouses have the most flexibility, says Garcia Cisneros. They can treat the inherited IRA as their own, or take distributions based on their life expectancy.

4. Dave Ramsey: What Are Your Options if You Inherit an IRA or ...

   www.aol.com/dave-ramsey-options-inherit-ira...

   The popular finance expert shared what steps you can take when you inherit an IRA or 401(k). ... This method ideally works best for the people inheriting an IRA from a spouse. If the funds aren ...

5. Inherited IRA rules: 7 things all beneficiaries must know - AOL

   www.aol.com/finance/inherited-ira-rules-7-things...

   An inherited IRA is an individual retirement account opened when you inherit a tax-advantaged retirement ... if you as a surviving spouse are the sole beneficiary and treat the IRA as your own ...

6. 401(k) Heritage Taxes Will Cost You This Much - AOL

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

   Learn how 401(k) inheritance rules work and how they affect your financial plan. ... Spouses have several options for inheriting an IRA. For instance, they can: Set up an inherited IRA.

7. Rules for Withdrawing From an Inherited Roth IRA - AOL

   www.aol.com/finance/rules-withdrawing-inherited...

   There are specific rules for spouses who inherit a retirement account. These can get very nuanced. Below is an overview of the rules if the original account holder died in 2020 or later. These ...

8. Suze Orman: Here’s How To Avoid a Major Tax Bill on Your ...

   www.aol.com/finance/suze-orman-avoid-major-tax...

   A surviving spouse can treat their inherited IRA as their own. They can essentially put the account in their name and make withdrawals according to their standard retirement timeline.

9. Inherited IRAs: How To Maximize Your Inheritance - AOL

   www.aol.com/inherited-iras-maximize-inheritance...

   Inheriting an individual retirement account isn't like inheriting most other assets. With an inherited IRA, there are a lot of moving parts in terms of the type of IRA, the payout options, who the ...