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Did you know that your family can inherit your account and then continue investing it?

Did you know that your family can inherit your account and then continue investing it? Whether it's through a spousal rollover or an inherited account.

Educate your loved ones about your investments (especially if you're self-directing) to ensure they understand your strategy and the benefits of self-directing. Questions? Book a free call with one of our experts at Directed IRA to discuss the ins and outs of inherited accounts!

#InheritancePlanning #Investing #TaxStrategy #DirectedIRA #SelfDirecting #MatSorensen #Attorney #Roth #IRA

Видео Did you know that your family can inherit your account and then continue investing it? канала Mat Sorensen - Wealth Lawyer & Entrepreneur
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1 мая 2024 г. 22:20:21
00:00:40
Mat Sorensen - Wealth Lawyer & Entrepreneur
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