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Reply to "Family member death - Tax Filing and Retirement Accounts"
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[quote=Anonymous][quote=Anonymous][quote=Anonymous]I have no idea. I did read some but was hoping someone could help me with info or a couple of links to figure out how to deal with these. Also I haven't slept much so maybe need a little hand-holding. There is a 401k, IRA and Roth accounts. Thank you. [/quote] These accounts will have beneficiaries and won't be distributed through probate or via a will. You usually just need to show the bank the death certificate and it will distribute to the listed beneficiaries. Sorry for your loss, OP.[/quote] Thank you. Yes I am the beneficiary on all of these. So a 401k and an IRA can be transferred to an IRA in my name? And a Roth IRA can be transferred to my Roth IRA? And so they are pooled with my money and same withdrawal rules apply? [/quote]
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