rbynaker
Level 14
12-12-2022
12:08 PM
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I would stay out of it. You could try to research but if this isn't your wheelhouse it can be hard to even know what questions you need to ask, let alone follow the breadcrumbs to the right answer. Find a local retirement expert and refer your client to them.
Personally, I've never heard of anyone opening an "Inherited 401(k)" account.