@dmertz that used to be correct but various changes to rules over the past few years have added confusion to this topic and I’ve gotten different answers from all involved. I was advised by Fidelity, who managed the pension, that a trustee to trustee transfer of the funds to an inherited IRA may be possible. Furthermore, any tax liability will be paid by the estate itself and not the beneficiaries. This is what I’ve been told, but everyone gives a slightly different anyway. Doesn’t help that it’s also rare for a pension to pay out to anyone other than a spouse.
