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TS61
Level 2
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  • Re: minor inherited a 401K

    the problem, as it was explained to me, with just getting the paper without going through the full process is a bit like proving that ghosts do not exist. While...
    TS61
    1
    Updated Jun 23, 2025

  • Re: minor inherited a 401K

    hmmm. good point about the stacked RMD's being a concern.I agree the county clerk should be the route. I've talked to them several times and so far they've not ...
    TS61
    1
    Updated Jun 23, 2025

  • Re: minor inherited a 401K

    the change to 21 only is in effect if the child is a child of the decedent. In this case, as a grandchild, the extension of time does not apply
    TS61
    2
    Updated Jun 23, 2025

  • Re: minor inherited a 401K

    unfortunately no, the financial company won't transfer to a minor at all and the beneficiary only lists the minor's name. so there is no account to access as th...
    TS61
    Updated Jun 23, 2025

  • Re: minor inherited a 401K

    yes, it unfortunately looks like going to court to get a financial guardianship set up is the only path. it's interesting in that there were several accounts de...
    TS61
    9
    Updated Jun 23, 2025
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