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Author: TMFTaxes Big gold star, 5000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 121061  
Subject: Re: Inheriting 401(k) and 403(b) info Date: 7/31/2002 10:26 PM
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<<Does anyone know which IRS publications would detail the information about my options on inheriting a 401(k) and 403(b)?

After much studying, I think I understand the rules as they apply to me for inheriting an IRA as a non-spouse.>>

I'm not sure that the IRS Publications are up to date on this issue, since it's still evolving.

But you might want to do a general search on the IRS web site to see what they might have to say.

But a better option would be to read the multi-part series that TMF Pixy (Dave Braze) prepared on this very issue when it first came about. Do a search of the Fool site and I'm sure that you'll find his articles (which are much more readable and understandable than the normal IRS dreck).

If that doesn't work, come on back and I'll try to point you in a more specific direction.

TMF Taxes
Roy
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