Timothy Sumer

It sometimes happens when a Beneficiary who receives Social Security Income, may be threatened to have these benefits halted due to the fact that a large inheritance might be received. This Video explains the traps around such. If you would like more information about Estate Planning, please visit me at www.assetprotectioncenter.com, and ask for our complimentary report and CD outlining the process. If you have a pressing matter, then feel free to call me at 714-966-2646! Subscribe to this channel for even more informational videos! Visit our website: Sign up to receive our FREE newsletter FREE Estate Planning CD FREE Medical Informational CD Don't forget to comment and like below! Learn more about current legal issues on our blog: Connect with us through Facebook: Don't forget to +1 us on Google plus: ... ( read more ) LEARN MORE ABOUT: IRA Accounts CONVERTING IRA TO GOLD: Gold...

To request a free zoom video meeting to design your estate plan, click the following link and complete the short questionnaire: -- 0:00 How To Minimize Taxes on Traditional IRAs 0:20 Each Family Is Unique 0:48 It Is OK To Reduce Your Taxes Legally 1:21 How Much Income Tax on Traditional IRA 1:40 Why People Have Large IRAs 2:14 The Likely IRA Scenario 5:24 The Qualified Disclaimer Scenario 10:02 Summary of the Two IRA Strategies 12:31 You Have Three Options 12:47 Name Spouse as Primary and Children as Contingent Beneficiaries 14:31 Designate Children as Primary Beneficiaries 15:06 Designate Conduit Trusts as Beneficiaries 15:38 Why Few Will Take Advantage of This 17:06 What Will Happen If You Avoid This Video 17:44 What To Tell Your Family About Your IRA 18:30 Share This Video With Other IRA Owners This video explains what you may not realize about IRA beneficiary designations and Inherited IRAs that could cause your family to send significantly more money to the IRS than...