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What to do if you have an Inherited IRA.
Manage episode 412181497 series 2802157
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.
Don't forget to grab your tickets for the Self-Directed IRA Summit here!
Learn how to take control of your retirement - https://directedira.com/
Self-directed IRA Podcast - https://matsorensen.com/podcast/
Shop my products - https://shop.matsorensen.com/
Blog & Articles - https://matsorensen.com/blog/
Connect with Mat online:
Instagram: https://www.instagram.com/matsorensen/
Facebook: https://www.facebook.com/mat.sorensen.1
LinkedIn: https://www.linkedin.com/in/matsorensen/
Twitter: https://twitter.com/matsorensen
YouTube: https://www.youtube.com/@MatSorensen
140 에피소드
Manage episode 412181497 series 2802157
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.
Don't forget to grab your tickets for the Self-Directed IRA Summit here!
Learn how to take control of your retirement - https://directedira.com/
Self-directed IRA Podcast - https://matsorensen.com/podcast/
Shop my products - https://shop.matsorensen.com/
Blog & Articles - https://matsorensen.com/blog/
Connect with Mat online:
Instagram: https://www.instagram.com/matsorensen/
Facebook: https://www.facebook.com/mat.sorensen.1
LinkedIn: https://www.linkedin.com/in/matsorensen/
Twitter: https://twitter.com/matsorensen
YouTube: https://www.youtube.com/@MatSorensen
140 에피소드
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