Who's the beneficiary of your IRA or 401K? Beware! episode artwork

EPISODE · Apr 11, 2024 · 20 MIN

Who's the beneficiary of your IRA or 401K? Beware!

from Directed IRA Podcast · host Mat Sorensen and Mark Kohler

In this episode, Mat and Mark emphasize the importance of proper beneficiary designations for your retirement accounts. They highlight a critical story that illustrates the significance of updating your beneficiary information, emphasizing that even if you have a will or a trust, your beneficiary designation form trumps all.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/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 Apr 11, 2024

Embed this episode

In this episode, Mat and Mark emphasize the importance of proper beneficiary designations for your retirement accounts. They highlight a critical story that illustrates the significance of updating your beneficiary information, emphasizing that even if you have a will or a trust, your beneficiary designation form trumps all. 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 ...

Distinct summary based on available episode metadata or transcript content.

NOW PLAYING

Who's the beneficiary of your IRA or 401K? Beware!

0:00 20:13

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Directed IRA Podcast?

This episode is 20 minutes long.

When was this Directed IRA Podcast episode published?

This episode was published on April 11, 2024.

Can I download this Directed IRA Podcast episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!