Learn how to take control of your retirement - https://directedira.com/ In this episode, Mat and Mark dive into one of the most overlooked yet critical aspects of retirement and estate planning— who should be the beneficiary of your IRA? Should it be your spouse? Your kids? Or your trust? They break down the tax implications, legal requirements, and best practices to ensure your wealth is passed on efficiently and securely. With real-life stories and clear action steps, this episode is a must-listen for anyone with a retirement account. 00:00 – Welcome & Why This Topic Matters 00:25 – The Common Mistake Most People Make 01:02 – Why Trusts Often Get Left Out 01:58 – The Life Insurance Horror Story 03:19 – Why Beneficiary Designations Rule All 04:04 – Tips for Married Couples: Spouse First, Trust Second 05:08 – Why a Trust Helps with Minor or At-Risk Children 06:08 – Asset Protection & Special Needs Planning 06:50 – What Is a See-Through Trust? 08:06 – The IRS Rules & Structural Requirements 09:40 – Action Items: Audit, Update, Organize 11:00 – Wrapping Up: The Power of Being Organized To get a comprehensive tax and legal plan get to my law firm KKOS Lawyers, https://kkoslawyers.com . Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other : Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen KKOS: https://kkoslawyers.com Main Street Business https://mainstreetbusiness.com
