What Happens to an IRA or 401k When the Owner Dies? episode artwork

EPISODE · Feb 12, 2021 · 1H 1M

What Happens to an IRA or 401k When the Owner Dies?

from Directed IRA Podcast · host Mark Kohler and Mat Sorensen

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/Interested in learning more about alternative investments? Join us this year at the Alternative Asset Summit October 22 & 23, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/Other:Mat Sorensen: https://matsorensen.comMark J. Kohler: https://markjkohler.com/ KKOS: https://kkoslawyers.comMain Street Business https://mainstreetbusiness.com

Episode metadata supplied by the publisher feed · Published Feb 12, 2021

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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/appo...

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What Happens to an IRA or 401k When the Owner Dies?

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