Your 401(k) doesn’t just disappear when you die. Here’s how it’s transferred, who gets it, the tax impact, and why ...

Your spouse’s employer plan may force you into withdrawals sooner than you think. Here’s what you need to know.

When you open a 401(k), you can name a beneficiary to inherit your account when you pass away. Inheriting a 401(k) comes with a range of beneficiary rules that depend on the beneficiary's relationship ...

A spouse beneficiary is the person who will inherit a 401(k) account if the account holder passes away. The rules for spouse beneficiaries determine how the account assets are distributed, which can ...

Here are the key rules to know when inheriting a 401(k) and how to avoid some major penalties. What is an inherited 401(k)?A 401(k) is an employer-sponsored retirement plan that workers can contribute ...

For retirement savers, adding a beneficiary to your 401(k) plan should be a top priority. A 401(k) plan beneficiary is the person or entity, such as a charity or trust, who inherits your 401(k) after ...

Workplace retirement plans like 401(k)s are among the most powerful tools for building long-term wealth, yet they are also among the easiest to overlook during major life changes. According to a 2025 ...

When Leslie’s husband died in late 2022, she was devastated, but grateful he had left behind a 401(k) with nearly $350,000 in retirement savings. After taking time to grieve, she contacted the ...

Many people actively save for retirement throughout their careers in hopes of being able to retire comfortably. Although, not everyone always considers what happens to their 401(k) balance when they ...

For example, spouses who inherit an IRA or 401 (k) can roll that money into their own account. Depending on how old the ...

IRAs have become a core part of the retirement system in the United States with over $18 trillion in assets not as of 2025. While retirement accounts are there for retirement, they can also become ...