IRAs, 401Ks, and Retirement Accounts: Inheriting & Minimizing Taxes
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 & blogs 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?
Retiring in California: Pros and Cons
Thinking of retiring in California? Join us for a comprehensive webinar led by Attorney Jim Cunningham to explore the pros and cons...
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Housekeeping items for your Financial Health 2024
Are you ready to tackle your 2024 finances? Learn how here! We'll discuss necessary annual updates such as your 401(k) deferrals and IRA contributions. Let's ...
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RETHINK Your Retirement Planning Strategy
Retired? Close to retirement? Have you done your critical financial rethinking? Your new focus may be distribution...
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What is a California Private Retirement Plan (PRP)?
How does a Private Retirement Plan (PRP) protect assets from bankruptcy and lawsuits? Does a PRP require a trust administrator? Are there tax benefits to ...
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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 ...
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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 ...
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Why Retiring in California May Actually Be a Smart Idea
Is it possible for me to retire in California? How much does it cost to retire in California? Is California too expensive? Are California’s income ...
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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!
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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 ...
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How to Create an IRA Trust or SRT at CunninghamLegal
Can an IRA be put in a Trust? Can this IRA Trust be out-of-state? CunninghamLegal offers a specialized practice in the creation of IRA Legacy ...
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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 ...
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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?
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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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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
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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10 Retirement Planning Mistakes to Avoid
by James L. Cunningham Jr., Esq. Retirement planning is one of the most important financial goals for your future. When done right, you’ll be assured ...
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How To Save For Retirement & Support Your Children Financially: Are You Out Of Balance?
How can I save for my retirement while financially supporting my children? How can I use Estate Planning for retirement? How do I set up ...
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