Passing Down Your IRA or 401(k) Tax-Free with an Inherited IRA

Passing Down Your IRA or 401(k) Tax-Free with an Inherited IRA

August 13, 2026 · 1h 0m · Season 8 · Episode 9

About this episode

This episode discusses how to pass down your IRA or 401(k) tax-free using an Inherited IRA and the importance of estate planning.

If you've recently inherited an IRA or need help getting the account established, Directed IRA can help you through the process and get your Inherited IRA opened: https://directedira.com/appointment/ Need help establishing your estate plan? KKOS Lawyers can help you coordinate your estate plan, retirement accounts, beneficiary designations, trusts, powers of attorney, and other important estate-planning documents so your assets are positioned to pass according to your wishes: https://kkoslawy...

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