.....Advertisement.....
.....Advertisement.....

What to do if you inherit someone’s 401(k)

-A A +A

By Jason Alderman
Talk about good news wrapped in bad: In the midst of grieving the loss of a loved one, you learn that you were named beneficiary of their 401(k) plan. Chances are you’ve got too much on your mind to make any sudden decisions about what to do with the money.
However, don’t procrastinate too long. The IRS has ironclad rules, deadlines and penalties concerning inherited retirement accounts, which vary depending on what type of account it is. This column discusses inherited 401(k) and similar employer-provided plans.


If you subscribe to the newspaper, you receive FREE access to all the exclusive content of the web site! Simply register to receive uninterrupted access to our award-winning and in-depth local online content!

Renew Current or Past Subscription / Register for Online Subscription

If you currently subscribe or have subscribed in the past to the Trimble Banner , then simply find your account number on your mailing label and enter it below.

Click the question mark below to see where your account ID appears on your mailing label.

Newspaper Acct. ID:
info
Street Address:
(exactly as it appears on the label)

If you are a subscriber and you do not know your account ID or don't have a copy of your newspaper available that shows the information on the address label you can click continue below to search for your account.

Special Offer

You have used all your free page views for the month however if you wish to create a FREE limited access account you will be able to view a additional 2 pages per month.




You can also purchase a subscription and have full access to the site. To purchase a subscription simply enter your zipcode below

ZIP Code:

Trimble Banner | circulation@mytrimblenews.com | 502-255-3205
P.O. Box 289, 12216 Highway 42, Bedford, KY 40006
Office Hours are 8:00 a.m. to 5:00 p.m. Mon, Tues, Thurs and Fri, closed Wed