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, 20261 min read
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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.