401(k) Beneficiary Rules for Non-Spouses

Understanding 401(k) non-spouse beneficiary rules is key for anyone planning their estate and retirement. When a non-spouse inherits a 401(k), the distribution options differ significantly from those available to a spouse. Non-spouse beneficiaries must follow specific guidelines regarding withdrawals, which can impact both taxes and the timeline for accessing the funds. Knowing these rules can […] The post 401(k) Beneficiary Rules for Non-Spouses appeared first on SmartReads by SmartAsset.