EP 13 - What Happens to an IRA or 401k When the Owner Dies?
Directed IRA Podcast
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The Sea Through Trust
Before the secure act, ten years ago, there was legislation passed for what's called the sea through trust. Under federal law, if you draft a trust that meets for criteria, then when you die, you can name the trust as the beneficiary of a retirement account. And we're going to look through it and let the trustee make any tax elections on be of a beneficiary that make the best sense, or the most sense, from a tax perspective,. without taxing it at trust rates.
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