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Learning, Sharing, and Teaching => Investor Alley => Topic started by: ragsplace on February 19, 2013, 04:34:14 PM

Title: Beneficiary 401k to Beneficiary IRA
Post by: ragsplace 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!

Title: Re: Beneficiary 401k to Beneficiary IRA
Post by: TLV on February 19, 2013, 05:14:26 PM

Based on this (http://www.401khelpcenter.com/mpower/feature_010601.html#.USQUQmbTlaQ) (#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.