Posts about Inherited 401(k)

Inherited 401(k)s and IRAs: A General Guide

Inherited 401(k)s and IRAs: A General Guide Presented by Marc Aarons Recently, I’ve had several clients reach out, unsure of what steps they need to take with a recently inherited 401(k) or IRA. It can be a difficult process to navigate, especially since a retirement account is usually inherited after losing someone special. With that […]