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

Directed IRA Podcast

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Do You Have a Plan to Plan Transfer?

A surviving spouse can roll over on a four o one k, two an i or a. A traditional roth, four one ka dollars could go to rothra. If you want to borrow e, askdi moren't likely you'd be able to roll it from a four one k to another four one k as the spouse inheriting that money. You said i could just take a lumpsom distribution. Do i pay penalty? No, no penalty. Now, you said, mat, option two for a spouse is if, oh, my gosh, i need to pay bills. I need maybe pay off a debt, a mortgage on a property,. may be the

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