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Be Careful About Picking Beneficiaries For Your IRAs And 401(k)s

Ken Perine

Bank accounts, stocks, real estate and life insurance proceeds generally pass to heirs free of income tax. However, inherited retirement benefits can be a different story. Beneficiaries have to pay ordinary income tax on distributions from 401(k) plans and traditional IRAs after they are inherited. (You don’t see the same problem with Roth IRAs – […]

Filed Under: Articles Tagged With: 401(k), beneficiaries, IRA

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