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Tax Treatment of 401(k) Beneficiary
Old 05-23-2008, 08:05 PM   #1
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How is someone taxed if they inherit a 401(k) account as a beneficiary, following the death of the 401(k) participant? Note this would be a non-spouse, significant other beneciary. Any planning suggestions? [I'll also be consulting a tax CPA / attorney, but was curious about knowledge here.]

Thanks.

Last edited by Craig; 05-23-2008 at 08:25 PM.
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