Episode Details
Back to EpisodesWhat Happens to an IRA or 401k When the Owner Dies?
Season 3
Episode 5
Published 5 years, 4 months ago
Description
Join Mark and Mat as they discuss all the variables for the best tax, legal, and family planning situation when it comes to inheriting an IRA or 401k. New rules went into effect recently on your options when inheriting an IRA or 401k.
The Directed IRA podcast is an educational resource provided by Directed IRA & Directed Trust Company https://directedira.com/
For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/
Other:
Mat Sorensen: https://matsorensen.com
Mark J. Kohler: https://markjkohler.com/
KKOS: https://kkoslawyers.com
Main Street Business https://mainstreetbusiness.com