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

Directed IRA Podcast

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What's the Best Way to Disclaim a Contingency?

There's no ten % or the withdraw penalty, but you'll be taxed on if it's traditional, no tax if it's wroth. One thing i've seen in this that's important, that's an option too, is to disclaim it. So we've seen that where you can disclaim toind of let the account go down to the next generation um, who maybe have better use for that asset.

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