<description>&lt;p&gt;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.&lt;br/&gt;&lt;br/&gt;&lt;a href='https://sdirasummit.com/'&gt;&lt;b&gt;Don&amp;apos;t forget to grab your tickets for the Self-Directed IRA Summit here!&lt;/b&gt;&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;b&gt;Learn how to take control of your retirement &lt;/b&gt;- &lt;a href='https://directedira.com/'&gt;https://directedira.com/&lt;/a&gt;&lt;br/&gt;&lt;br/&gt;&lt;b&gt;Self-directed IRA Podcast&lt;/b&gt; - &lt;a href='https://matsorensen.com/podcast/'&gt;https://matsorensen.com/podcast/&lt;/a&gt;&lt;br/&gt;&lt;br/&gt;&lt;b&gt;Shop my products&lt;/b&gt; - &lt;a href='https://shop.matsorensen.com/%20'&gt;https://shop.matsorensen.com/ &lt;/a&gt;&lt;br/&gt;&lt;br/&gt;&lt;b&gt;Blog &amp;amp; Articles&lt;/b&gt; - &lt;a href='https://matsorensen.com/blog/'&gt;https://matsorensen.com/blog/&lt;/a&gt;&lt;br/&gt;&lt;br/&gt; &lt;br/&gt;&lt;b&gt;Connect with Mat online:&lt;/b&gt;&lt;br/&gt;&lt;b&gt;Instagram:&lt;/b&gt; &lt;a href='https://www.instagram.com/matsorensen/'&gt;https://www.instagram.com/matsorensen/&lt;/a&gt;&lt;br/&gt;&lt;b&gt;Facebook:&lt;/b&gt; &lt;a href='https://www.facebook.com/mat.sorensen.1'&gt;https://www.facebook.com/mat.sorensen.1&lt;/a&gt;&lt;br/&gt;&lt;b&gt;LinkedIn:&lt;/b&gt; &lt;a href='https://www.linkedin.com/in/matsorensen/'&gt;https://www.linkedin.com/in/matsorensen/&lt;br/&gt;&lt;/a&gt;&lt;b&gt;Twitter:&lt;/b&gt; &lt;a href='https://twitter.com/matsorensen'&gt;https://twitter.com/matsorensen&lt;/a&gt; &lt;br/&gt;&lt;b&gt;YouTube:&lt;/b&gt; &lt;a href='https://www.youtube.com/channel/UCsOSIcfV0QMTyS0iAC5BZXg'&gt;https://www.youtube.com/@MatSorensen&lt;/a&gt;&lt;br/&gt;&lt;br/&gt;&lt;/p&gt;</description>

Directed IRA Podcast

Mat Sorensen and Mark Kohler

What to do if you have an Inherited IRA.

APR 11, 202419 MIN
Directed IRA Podcast

What to do if you have an Inherited IRA.

APR 11, 202419 MIN

Description

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:
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