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

Directed IRA Podcast

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The Wrath Wouldn't Pay Tacks, Right?

i met with this client am twice in the last two weeks. She has three younger siblings, and her mamm a dad both died within a month or two of each other about two years ago. And i don't wan to get emotional, but i've just been so impressed. I think too many parents have faith in their kids. But who knows what they could be facing? You're going to put a lump sum of money in of emand there's no restriction that they can tap into it. Be careful people.

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