EP 13 - What Happens to an IRA or 401k When the Owner Dies?
Directed IRA Podcast
00:00
The Beneficiary of a Retirement Account
The trust terms itself would need to identify who are these beneficiaries. List your spouse first, if you have one, and then your trust second. Let that money stay invested, and then distribute it out at the end of ten years to them. The trustee may kind of divy out money as they go year to year.
Transcript
Play full episode
