How to Avoid the 3 Most Common Mistakes Made by Nonspouse Beneficiaries of 401(k) Accounts
May 20, 2019
By Denise Appleby, APA, CISP, CRC, CRPS, CRSP
One wrong move could cause irreparable damage to tax planning strategies for an inherited 401(k). But the right guidance can save a lot of woe—and tax payments.