Directed IRA Podcast

What to do if you have an Inherited IRA.

April 11, 2024 Mat Sorensen and Mark Kohler
Directed IRA Podcast
What to do if you have an Inherited IRA.
Show Notes

In this episode Mark and I discuss how, Inheriting a retirement account can be overwhelming. Learn the options available for spouses and non-spouse beneficiaries, and discover how to make the most of your inheritance. Find out about the spousal rollover, investment strategies, and the importance of consulting professionals. Navigate the complexities of inherited IRAs with confidence.

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