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Ask Ed Slott: Beneficiary Designations and 401(k) Woes
Ed Slott and Company, LLC
Wednesday, May 11, 2011
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So bottom line, whether or not your wife should move her Roth 401(k) funds now depends a combination of factors including how old she is, how long she’s had her Roth 401(k), how long, if at all, she’s had any Roth IRA and how long she expects to wait until using the funds.

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