In-Kind Distributions Explained скачать в хорошем качестве

In-Kind Distributions Explained

In-Kind Distributions Explained | Self-Directed IRA Distribution Strategy Most IRA holders think distributions only happen one way. Assets are sold and cash is sent to you. But if you own alternative assets inside a Self-Directed IRA, there is another option. In this video, we explain in-kind distributions. You will learn how they work, how they are taxed, how they can satisfy Required Minimum Distributions, and when they may or may not make sense for your retirement strategy. If your IRA holds real estate, precious metals, private stock, or other alternative assets, this is an important concept to understand. What You Will Learn • What an in-kind distribution actually is • How the transfer process works step by step • How in-kind distributions are taxed • How they can be used to satisfy RMDs • When this strategy may make sense • Common mistakes to avoid Video Timestamps 0:00 Introduction 01:26 What Is an In-Kind Distribution 03:08 How the Process Works 05:55 Tax Implications Explained 08:23 Using In-Kind Distributions for RMDs 09:51 When In-Kind Distributions Make Sense 10:49 When In-Kind Distributions Don’t Make Sense 11:28 Working with Your Custodian 12:35 Common Mistakes to Avoid 14:58 Final Thoughts Mountain West IRA is a neutral third-party administrator. We provide education and administration services so you can understand your options. For more educational resources, visit: https://www.mountainwestira.com