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Tax Implications of Inherited Roth 401(k)s for Non-Spouses
Non-spouse beneficiaries inheriting a Roth 401(k) must distribute the funds within 10 years; they can transfer to an inherited Roth IRA or take a lump sum, with tax implications depending on whether the five-year rule is met.
Tax Implications of Inherited Roth 401(k)s for Non-Spouses
Non-spouse beneficiaries inheriting a Roth 401(k) must distribute the funds within 10 years; they can transfer to an inherited Roth IRA or take a lump sum, with tax implications depending on whether the five-year rule is met.
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