Finance
What to Do If You Inherit a 401(k) or TSP Account
Some rules for these funds differ from regular IRAs.
As a Senior Editor at MOAA, Rachel L. Sheedy, CFP®, develops, writes, and edits content for Military Officer magazine, with a focus on personal finance coverage.
Some rules for these funds differ from regular IRAs.
Taxation and distribution rules vary based on the type of account, who inherits it, and other factors.
Know your rates and exclusions, and learn how to avoid a surprise hike in your Medicare premium.
Let MOAA help untangle the complex required minimum distribution rules that can apply to some heirs.
Finding the right strategies for your required minimum distributions can help build your nest egg.
Learn more about this path to tax-free income for you … and a tax-free legacy for your heirs.