Directed IRA Podcast

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

Feb 12, 2021
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Episode notes
1
Introduction
00:00 • 2min
2
Do You Want That Asset Over Anything?
01:31 • 2min
3
Are You Thinking About Self Directing Your Retirement Account?
03:54 • 2min
4
How Your Retirement Account Passes?
06:09 • 2min
5
How to Roll Over a Spouse's Retirement Account
08:10 • 2min
6
Do You Have a Plan to Plan Transfer?
10:11 • 2min
7
The Ten Year Rule, Is It New?
12:04 • 3min
8
Do Spouse, Roll Over or Not?
14:49 • 3min
9
Five Tips Every Business Owner Should Know
17:45 • 4min
10
Igre, Now, I'm Not Married and I Erasure an Iran
21:50 • 3min
11
Is There a Life Expectancy Method for You?
24:31 • 2min
12
What's the Best Way to Disclaim a Contingency?
26:14 • 3min
13
The Rothira Account Is a Tax Free Vehicle
28:53 • 3min
14
Can't Do the Lump Some?
31:42 • 3min
15
The Good and the Bad News
34:50 • 3min
16
How to Sell Real Estate in Ten Years?
37:54 • 3min
17
The Sea Through Trust
40:29 • 3min
18
The Beneficiary of a Retirement Account
43:10 • 3min
19
Estate Planning
46:35 • 2min
20
The Trust Tax Rate Is Lower Than the Individual Rate
48:31 • 2min
21
Do You Give Your 21 Year Old a Million Dollars When 21 Years Old?
50:28 • 3min
22
The Wrath Wouldn't Pay Tacks, Right?
53:05 • 3min
23
What Should I Do With My Erased Retirement Account?
56:21 • 4min
24
Directed Arry Podcast
59:57 • 2min