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Last Chance to Override 5-Year Rule and Stretch 401(k)s Inherited in 2019

Jun 3, 2021 / By Denise Appleby, APA, CISP, CRC, CRPS, CRSP
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Designated beneficiaries who inherited 401(k)s and other retirement accounts in 2019 get a one-year extension to override the 5-year rule. The deadline is extended from December 31, 2020, to December 31, 2021.

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