Who Should I List as my Beneficiary for my Self-Directed IRA or Solo 401k

by | Nov 25, 2022 | Inherited IRA | 1 comment

Who Should I List as my Beneficiary for my Self-Directed IRA or Solo 401k




Choosing a beneficiary for your retirement accounts isn’t always a clear-cut decision. In this episode of the Directed IRA podcast, Mark and Mat outline the pros and cons of a variety of designation options to help you make the best decision for you.
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1 Comment

  1. Floyd Glenn

    11:55 – but. What if I want to change my beneficiaries?
    I assigned them years ago, but I want to update that now (10/2021).
    19:07 – please allow me to pose another question…as though I didn't ask the first question.
    What if I HAVE no beneficiaries?
    What then?

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