Guest Earl Anthony Posted September 7, 2001 Posted September 7, 2001 My mother in law is the beneficiary of her son's ESOP Plan, he recently passed away. Does the beneficiary have to Roll Over that money? Is she taxed on that money if she takes a Lum Sum? Finally; how long does it take before payment is made. There are no rules pertaining to payout for the beneficiary in the Plan Book.
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