My aunt (52) unexpectedly passed away after a PE. She was the sole beneficiary to her late husbands 401K account but never accessed it due to the 5 year rule which is coming up in this year. She had no children but her husband had one from a previous marriage. She was an independent contractor so her only retirement account was her late husband’s. She had no will due to not planning on dying. My grandparents are the executors of her estate. What happens to the 401K account that she did not access yet? Does it go to her estate or to her late husbands closest relative?
Submitted February 04, 2024 at 09:42PM by Important-Regret-875 https://ift.tt/ZRPSDLV
