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401K and other taxed after death?

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smanch

Junior Member
What is the name of your state?What is the name of your state? - MA

I am trying to figure out if /how 401K's, IRA's and Profit Sharing plans get taxed after death. Is the money treated differently due to the pre-tax nature of the funds? I am talking about passing about $300K from one spouse to another, where the receiving spouse is the primary (sole) beneficiary on all accounts.

Thoughts?

Thanks,
S
 


S

seniorjudge

Guest
smanch said:
What is the name of your state?What is the name of your state? - MA

I am trying to figure out if /how 401K's, IRA's and Profit Sharing plans get taxed after death. Is the money treated differently due to the pre-tax nature of the funds? I am talking about passing about $300K from one spouse to another, where the receiving spouse is the primary (sole) beneficiary on all accounts.

Thoughts?

Thanks,
S
Post this in the tax forum and tell them we sent you over there so they do not give you a nastygram for doubleposting.
 

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