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Why It's So Important to Name a Beneficiary for Your Self-Directed IRA

by Amanda Horstmann, Operations Specialist on (June 26, 2019)

Who do you want to inherit your IRA?

Most people know the answer to that question, but often those same people don’t have their beneficiaries set up. It might seem like a small thing, but if you don’t have this properly set-up (or worse, have the wrong person listed) your IRA could end up stuck in probate or going to a different person than you planned.

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Topics: Self Directed IRA Rules, IRA & Taxes, Beneficiary IRAs

Inherited IRAs: Beneficiary Rules for Self-Directed Investors

by Jason Craig, President on (December 27, 2017)

With the end of the year approaching, it’s easy to sit around wondering where the year went. It seems like the year just flew by! But don’t get stuck in the past while you should be getting ready and focused for what next year will bring— and what lies ahead. One important way to start the new year off right is by making sure your IRA beneficiary information is up-to-date. There are so many reasons this choice is important and there’s a lot to consider, but we’re here to help you make an informed choice.

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Topics: Self Directed IRA Rules, Beneficiary IRAs

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