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Subject:  Re: 401k withdrawal taxes at retiremtent Date:  7/10/2013  1:14 PM
Author:  conifer Number:  118839 of 127616

Also to note is an investment account does not have to be cashed out for an inheritance. Shares can be directly transferred to the recipients of the inheritance.

I inherited stocks and bond funds in Fall of 2008 during the financial crisis and I elected to transfer shares due to the plunge in values in the short time the estate was being settled. Once they recouped all and more of the value in a year or two, I make changes (sales) to compliment my own port.

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