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(Please note that the accompanying video may quote different numbers based on additional taxes and differing calculations.)
Did you know that In 2026 the total tax on IRAs can be 99.1%?! That's from Federal Income Tax (37%), Net Investment Income Tax (3.8%), California Income Tax (13.3%), and the Federal Estate Tax (45%)!
👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for an IRA Legacy Trust, estate planning, and tax planning!
👉 Watch this video on our website: https://www.cunninghamlegal.com/95-tax-on-inherited-iras-and-how-to-avoid-it/
👉 For more on this topic: https://www.cunninghamlegal.com/blog/financial-planning-and-investing/
👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ to learn how to make a living trust, avoid California estate tax, and talk to a family trust lawyer.
SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/c/CunninghamLegal?sub_confirmation=1
CONTACT us at https://www.cunninghamlegal.com/california-law-offices/contact/ to discuss estate planning, keeping your last will or living trust up to date, and find out about upcoming California estate planning events. Offices throughout California.
WEBSITE: https://www.CunninghamLegal.com for California Estate Planning information
FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/webinars includes Q&As with expert attorneys!
PHONE: 1-866-988-3956 for a consultation on a California Living Trust!
#cunninghamlegal #retirementincome #rothira
By Jim Cunningham4
33 ratings
(Please note that the accompanying video may quote different numbers based on additional taxes and differing calculations.)
Did you know that In 2026 the total tax on IRAs can be 99.1%?! That's from Federal Income Tax (37%), Net Investment Income Tax (3.8%), California Income Tax (13.3%), and the Federal Estate Tax (45%)!
👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for an IRA Legacy Trust, estate planning, and tax planning!
👉 Watch this video on our website: https://www.cunninghamlegal.com/95-tax-on-inherited-iras-and-how-to-avoid-it/
👉 For more on this topic: https://www.cunninghamlegal.com/blog/financial-planning-and-investing/
👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ to learn how to make a living trust, avoid California estate tax, and talk to a family trust lawyer.
SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/c/CunninghamLegal?sub_confirmation=1
CONTACT us at https://www.cunninghamlegal.com/california-law-offices/contact/ to discuss estate planning, keeping your last will or living trust up to date, and find out about upcoming California estate planning events. Offices throughout California.
WEBSITE: https://www.CunninghamLegal.com for California Estate Planning information
FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/webinars includes Q&As with expert attorneys!
PHONE: 1-866-988-3956 for a consultation on a California Living Trust!
#cunninghamlegal #retirementincome #rothira

17 Listeners