IRAs, 401Ks, and Retirement Accounts: Inheriting & Minimizing Taxes

Estate Planning Legal Webinar Archive: Playlist 04

Believe us when we say you don’t know nearly enough about your IRAs and other retirement accounts. The laws about passing on IRAs to heirs are complex and fraught with peril for both you and your beneficiaries. Statistics show that 87% of heirs make disastrous mistakes with the IRA accounts they inherit—losing 50% or more to taxes.

These legal webinars deal with handling IRAs during your lifetime and beyond: What are RMDs and how do I take them? Can my beneficiaries cash in my IRA? Should my IRA be in my Living Trust? Should I convert my regular IRA to a Roth IRA? What if I inherit an IRA? Will I get taxed on my parents’ IRA now that I own it? Is there some way to lower the tax on an inherited IRA? What is an IRA Legacy Trust and do I need one?

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How to Stop overpaying on 401k

Business Owners: How to STOP OVERPAYING on 401(k)s. Financial Tips!

Offering a 401(k) plan benefits employees and helps employers retain top talent, but costs–and serious risks–can add up fast! There’s a lot to consider: as …

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How to Pass on an IRA or Retirement- Traps & Common Errors

How to Pass on an IRA or Retirement: Traps & Common Errors

The laws around inheriting IRAs are complex and fraught with danger—while the opportunities are huge. In this legal webinar, California Estate Planning Attorneys Jim Cunningham and …

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CA Estate Planning, Retirement Accounts, & the CARES Act: TIPS

Expert Estate Planning Attorneys Jim Cunningham and Conner Clemons explain the CARES act economic stimulus package created during COVID-19. We’ll also talk about the SECURE …

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The SECURE Act: Why Inheriting an IRA Takes a lot of Self-Discipline

The SECURE Act: Why Inheriting an IRA Takes a lot of Self-Discipline

The SECURE Act, the most significant reform of retirement legislation in decades, is going to dramatically impact your retirement planning. For most Americans, a retirement …

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The SECURE Act for IRAs Explained in Less Than Two Minutes

The SECURE Act for IRAs Explained in Less Than Two Minutes

How does the SECURE act affect IRAs? Estate Planning and Tax Attorney, Jim Cunningham, explains the SECURE Act and how it will impact your retirement. …

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How to Pass On an IRA or Retirement: Traps & Common Errors

How to Pass On an IRA or Retirement: Traps & Common Errors

The laws around inheriting IRAs are complex and fraught with danger—while the opportunities are huge. In this legal webinar, California Estate Planning Attorneys Jim Cunningham and …

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The CARES Act: Where Do We Stand in August 2020?

What personal planning opportunities and pitfalls have been created by this huge Coronavirus Aid, Relief and Economic Security Act (CARES)? This two trillion dollar stimulus …

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LEAVE California to Retire? Is the Grass Really Greener? TIP

Both living costs and taxes are high in California—which can make retiring here a challenge. Maybe you feel tempted to leave the Golden State when …

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