Inherited IRA Advice: California Estate Planning Attorney explains how SECURE Act changed IRAs, why you need IRA Trust. 👉 Book a Call at to review or set up an IRA Trust and pass on your IRA the right way. The laws around inheriting IRAs are complex and fraught with danger while the opportunities are huge. Learn the crucial steps to ensure your legacy. Topics include the SECURE Act, IRA Trusts, Roth Conversions, Out-of-State IRAs, and the mistakes made by almost 90% of heirs. Among the many topics we’ll cover in this legal webinar are: The SECURE Act Required Minimum Distributions (RMDs) Tenth year rule Designated beneficiaries IRA Trusts Asset Protection Tax Bracket Arbitrage ROTH conversion To watch this video on our website, click here: For more information about IRA Legacy Trusts, click here: 👉 Book a Call at for California Living Trusts, Estate Planning, and Trust Administration. SUBSCRIBE to California Estate Planning YouTube Channel ...
Timothy Sumer is a philanthropist and motivational speaker empowering young entrepreneurs across the nation. He speaks on starting new businesses and the importance of branding in the digital age. Timothy Sumer has a BA in Accounting from NYU and a Masters in Information Technology from MIT. Tim enjoys traveling around the globe, driving exotic sports cars, molecular gastronomy, exploring new cultures, and keeping on top of the latest technology trends. Hope you enjoy Timothy Sumer's page :)