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?
RETHINK Your Retirement Planning Strategy
Retired? Close to retirement? Have you done your critical financial rethinking? Your new focus may be distribution…
CRUCIAL Tax & Retirement Strategies for Business Owners
Business owners have access to key tax saving and retirement strategies that go way beyond a traditional 401(k). Don’t miss this legal webinar if you own a business—all or in part!
TOP 10 Steps So You Don’t Outlive Your Money in Retirement
Get all the basics on planning a sound financial life as we outline the top 10 crucial steps to make sure you don’t outlive your money—given new realities of the financial world…
Strategic Financial & Estate CHOICES at Age 60, 70, or 80
At each stage, it’s far too easy to miss opportunities and make wrong choices. Don’t miss this vital webinar!
IRA Tips: Get CREATIVE with Your RMD Strategies!
In this webinar, we review the basics, then dive deep into RMD strategies often overlooked from a tax perspective so you can make the best decisions for your future!
Why RETIRING IN CALIFORNIA May Actually Be a Smart Idea
Are you trying to decide if you’ll retire in California or head to less expensive states? Whatever your choice, savvy tax and estate planning is required!
CRITICAL 401(k) Year-End Review for Business Owners
As we move toward the end of the year, it’s critical to do a review of your 401(k) structures before December deadlines—a vital part of your year-end tax planning.
Don’t Outlive Your Money: How to CLOSE the Retirement Income Gap
Can’t quite see how you’re going to make it in retirement? Get savvy closing the gap with strategic tips from the experts.
Annuities 2.0: Consider GUARANTEED Retirement Income
Does market volatility make you lose sleep at night? Have you considered annuities, but heard some bad press?
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 …
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 …
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 …
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. …
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 …
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 …