Bene 401k & Bene IRA Question
John was Bob’s father and died in January (age 80).
John had a 401(k) and a Traditional IRA. Bob is a 1/3 named beneficiary of both accounts.
John’s 401(k) sponsor transferred the funds into a Beneficiary 401(k) when they received John’s death certificate.
Can Bob transfer (combine) both the Beneficiary 401(k) funds and his share of John’s original Trad. IRA into one BENEFICIARY IRA in Bob’s name?
Thank you.
Permalink Submitted by Alan - IRA critic on Tue, 2021-04-27 14:55
Duplicate post.