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

Directed IRA Podcast

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How to Roll Over a Spouse's Retirement Account

Your retirement account passes based on your beneficiary designation. Spousell roll over, they could take a lump sum if they want. You can get access to the funds overtime, without a ten % early without penalty. If you didn't have a rothiray, you'd just set up a new rothiry,. And these funds or assets get transferred to it. Hear it directed iry and this new inherited ira account that's con tocome and auction to.

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