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Estate Planning

: Wills, Trusts & Estates Prof Blog

Inherited 401(k)s from non-spouses to get enhanced options

By Trusts EstatesProf

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Non-spousal beneficiaries of retirement plans may now have enhanced options. The following excerpts are from Anne Tergesen, New Rollover Rules for 401(k) Heirs, Wall St. J., Feb. 14, 2009:As part of a recovery package enacted in December [2008], Congress has...

Full post as published by Wills, Trusts & Estates Prof Blog on February 15, 2009 (boomark / email).

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