Posts Tagged ‘beneficiary’
What do you do about taxes when being named a beneficiary on a mutual fund account?
June 4th, 2010
I will be receiving a mutual fund account that I was named a beneficiary on. My question is how or if I will owe taxes on it? I’m not sure of the amount of the fund, but if it is transferred into my name what do I do? Or can it be sold off first, and then transferred. What do you know about taxes on this matter? Any suggestions are helpful as to what you would recommend. Thanks.
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How are mutual fund beneficiaries taxed?
April 9th, 2010
I am the beneficiary of my father’s mutual fund or IRA. When the money is distributed to me, does the IRS see that as income or as inheritance? How it is taxed?
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Posted in Top Rated Mutual Funds | 
Tags: beneficiary, inheritance, ira, irs, money, mutual fund | 
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