In-Kind Distributions Explained

Описание: 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