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<blockquote data-quote="Babagounj" data-source="post: 6035000" data-attributes="member: 12952"><p>If you plan on leaving your retirement funds to some else be very careful.</p><p>The IRS will be looking for up to half of what you leave.</p><p>401K beneficiary ( ies ) except a spouse , need to empty the account within 10 years.</p><p>That may cause them to rethink their own plans.</p><p></p><p>Should you decide to spend it on yourself, please watch out for future medicare monthly payments increases.</p><p>That's what I do, now.</p><p>Never take out some much that it raises my AGI into a higher level.</p></blockquote><p></p>
[QUOTE="Babagounj, post: 6035000, member: 12952"] If you plan on leaving your retirement funds to some else be very careful. The IRS will be looking for up to half of what you leave. 401K beneficiary ( ies ) except a spouse , need to empty the account within 10 years. That may cause them to rethink their own plans. Should you decide to spend it on yourself, please watch out for future medicare monthly payments increases. That's what I do, now. Never take out some much that it raises my AGI into a higher level. [/QUOTE]
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