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The Best Estate Plan for Married IRA Owners, Combined with Optimal Trust Planning for IRAs and Retirement Plans After the Secure Act - Part Four
A Clear Explanation of the NEW Tax Law SECURE Act
- How do the required minimum distributions of inherited IRAs and retirement plans work under the old law versus the newly enacted SECURE Act?
- How will this change impact your family and your legacy?
Aggressive Action That Must Be Taken to Preserve your Estate
- How to ensure financial security for the surviving spouse, and potentially save hundreds of thousands to pass on to your heirs after the SECURE Act.
- Proven strategies you can take now and in the future to protect your family.
Trusts
- The SECURE Act has major implications for trusts: are you one of many Americans who need to redraft their trusts now that it has become the law of the land?
- Should your heirs inherit your IRA directly, or would naming a trust to be safer?
- Trusts for minors, or children and grandchildren with special needs.
- Should you avoid probate?
- Are sprinkle trusts right for you and your family after the SECURE Act?
- Are charitable trusts appropriate for deferring income taxes even if you are not charitable?
- Do you need one of our classic trusts, like the “I don’t want my no-good son-in-law to inherit one red cent of my money trust?”
To get your copy of Jim's latest book 'The IRA and Retirement Plan Owner's Guide to Beating the New Death Tax: 6 Proven Strategies to Protect Your Family from The SECURE Act' in ebook and hard-cover go to https://paytaxeslater.com/newdeathtaxbook.com to sign up for our newsletter go to https://paytaxeslater.com/signupnow/ and if you're interested in signing up for Jim's FREE retirement webinars, go to https://paytaxeslater.com/2020Webinars.
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By James Lange
4.1
3232 ratings
A Clear Explanation of the NEW Tax Law SECURE Act
- How do the required minimum distributions of inherited IRAs and retirement plans work under the old law versus the newly enacted SECURE Act?
- How will this change impact your family and your legacy?
Aggressive Action That Must Be Taken to Preserve your Estate
- How to ensure financial security for the surviving spouse, and potentially save hundreds of thousands to pass on to your heirs after the SECURE Act.
- Proven strategies you can take now and in the future to protect your family.
Trusts
- The SECURE Act has major implications for trusts: are you one of many Americans who need to redraft their trusts now that it has become the law of the land?
- Should your heirs inherit your IRA directly, or would naming a trust to be safer?
- Trusts for minors, or children and grandchildren with special needs.
- Should you avoid probate?
- Are sprinkle trusts right for you and your family after the SECURE Act?
- Are charitable trusts appropriate for deferring income taxes even if you are not charitable?
- Do you need one of our classic trusts, like the “I don’t want my no-good son-in-law to inherit one red cent of my money trust?”
To get your copy of Jim's latest book 'The IRA and Retirement Plan Owner's Guide to Beating the New Death Tax: 6 Proven Strategies to Protect Your Family from The SECURE Act' in ebook and hard-cover go to https://paytaxeslater.com/newdeathtaxbook.com to sign up for our newsletter go to https://paytaxeslater.com/signupnow/ and if you're interested in signing up for Jim's FREE retirement webinars, go to https://paytaxeslater.com/2020Webinars.
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