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Author Topic: Beneficiary 401k to Beneficiary IRA  (Read 1830 times)

ragsplace

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Beneficiary 401k to Beneficiary IRA
« on: February 19, 2013, 04:34:14 PM »
I would like to know the process of transferring a Beneficiary 401k To a Beneficiary IRA. Thank you!
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TLV

  • Bristles
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Re: Beneficiary 401k to Beneficiary IRA
« Reply #1 on: February 19, 2013, 05:14:26 PM »
Based on this (#3), I don't think you can.

If it's inherited from your spouse, you can do a rollover into your own IRA (but not a beneficiary IRA). Otherwise, you can't transfer it at all - only withdraw.
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