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Financial Planning / Tax Strategies


Subject:  Re: 401k withdrawal taxes at retiremtent Date:  7/10/2013  4:41 PM
Author:  vkg Number:  118849 of 127549

None of this applies to retirement accounts with named beneficiaries. Beneficiaries can access the accounts as soon as they can obtain an official Death Certificate.


IRA balances are included in the estate, and can be subject to estate taxes. It appears to get messy when the beneficiaries of an IRA are different than the heirs stated in the will.
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