You name beneficiaries for your self-directed IRA or Solo 401(k) the same way you would with any retirement account. Handling administrative succession is a different matter. When your account holds an LLC, or trust with a portfolio of alternative assets, a successor manager or trustee has to be ready to take over control of the plan and wind it down according to your instructions.
Beneficiaries & Estate Planning
Beneficiaries & Estate Planning — intro
You name beneficiaries for your self-directed IRA or Solo 401(k) the same way you would with any retirement account. Handling administrative succession is a different matter. When your account holds an LLC, or trust with a portfolio of alternative ...
Updated Aug 18, 2026•1 min read