As trillions of dollars in retirement assets are passed from one generation to the next, understanding how inherited retirement accounts work has never been more important. Whether you’ve inherited an IRA, expect to in the future, or are planning your own estate, knowing the rules can help you avoid unnecessary taxes, costly IRS penalties, and missed planning opportunities.
Join Mat Sorensen, CEO of Directed IRA, and Ryan Tosto, Senior Attorney at KKOS Lawyers, for an in-depth webinar on the rules, tax strategies, and planning opportunities surrounding inherited IRAs and 401(k)s.
Watch the Replay
Download the slides
In this webinar, we’ll cover:
- The different options available when inheriting an IRA or 401(k)
- The key differences between spouse and non-spouse beneficiary ruled
- Required Minimum Distribution (RMD) rules for inherited traditional IRAs
- Tax strategies to help maximize the long-term benefits of inherited retirement accounts
- Common mistakes beneficiaries make—and how to avoid them
- Practical estate and retirement planning considerations for passing wealth to the next generation
Whether you’re planning ahead or navigating an inherited retirement account today, this webinar will provide actionable guidance to help you make informed decisions and protect the long-term value of your retirement assets.
————————
At Directed IRA, we have helped thousands of investors put over $3 billion into alternative assets including real estate, notes, and private funds, all within tax-advantaged retirement accounts. Our experienced team makes it simple to invest with confidence.
Book a call today with a self-directed IRA expert to see how you can start investing in what you know!
