Get tax-smart with reverse rollovers

A lot of people have retirement accounts. Some people use their retirement accounts to build tidy little nest eggs over the course of their careers. They brave the perils of the markets and learn the discipline necessary for investment success. If you are one of those intrepid souls, I congratulate you. Here are some ideas that might help your retirement accounts work even harder for you.
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Inheriting a 401k

Inheriting a 401k

Q: My mother died earlier this year at the age of 69. She had been single for the past 25 years and had accumulated a significant amount of money in her company’s 401(k) plan. The 401(k) plan’s administrator says their plan requires that I take the money from the plan either in a lump sum or over the next five years. Which do you recommend?

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