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

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/Other:Mat Sorensen: https://matsorensen.comMark J. Kohler: https://markjkohler.com/ KKOS: https://kkoslawyers.comMain Street Business https://mainstreetbusiness.com

What this episode covers

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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This episode is 1 hour and 1 minute long.

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This episode was published on February 12, 2021.

What is this episode about?

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...

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