Taking Distributions

Taking Distributions — intro

Taking money out of your self-directed retirement plan follows the same rules as any IRA or 401(k). What's different is the mechanics, and one option most conventional account holders never get: distributing an asset itself, such as deeding a rental ...

Updated Aug 18, 20261 min read
Back to Taking Distributions

Taking money out of your self-directed retirement plan follows the same rules as any IRA or 401(k). What's different is the mechanics, and one option most conventional account holders never get: distributing an asset itself, such as deeding a rental property or assigning a note directly into your name without selling it first.