Inheriting a 401(k): Rules and Protections Explained

Описание: In this video, we explain what happens when you inherit a 401(k) and the rules that protect your rights as a beneficiary. You’ll learn how inherited 401(k)s are taxed, how spousal and non-spousal rollovers work, and what options you have for taking withdrawals. We also cover the 10-year withdrawal rule, required minimum distributions (RMDs), and how to avoid unnecessary taxes. This video is designed for surviving spouses, children, or other heirs who want to make smart decisions about an inherited retirement account. Contact The Annuity Expert for free help comparing rollover options and securing your financial future.