What to do if you have an Inherited IRA.

from Directed IRA Podcast · host Mat Sorensen and Mark Kohler

In this episode Mark and I discuss how, Inheriting a retirement account can be overwhelming. Learn the options available for spouses and non-spouse beneficiaries, and discover how to make the most of your inheritance. Find out about the spousal rollover, investment strategies, and the importance of consulting professionals. Navigate the complexities of inherited IRAs with confidence.Don't forget to grab your tickets for the Self-Directed IRA Summit here!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

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This episode is 19 minutes long.

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This episode was published on April 11, 2024.

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