EP 13 - What Happens to an IRA or 401k When the Owner Dies?

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/ Learn how to take control of your retirement - https://directedira.com/ Self-directed IRA Podcast - https://matsorensen.com/podc...