Author Topic: Beneficiary 401k to Beneficiary IRA  (Read 1493 times)

ragsplace

  • 5 O'Clock Shadow
  • *
  • Posts: 2
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!

TLV

  • Bristles
  • ***
  • Posts: 492
  • Age: 33
  • Location: Bellevue, WA
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.