Ep 18: How an IRA Trust Trilogy Can Benefit Your Family

Cornerstone Retirement Blueprint Podcast

English - April 07, 2022 09:00 - 19 minutes - 18.2 MB
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Previous Episode: Ep 17: Is a Charitable Remainder Trust Right for You?

Next Episode: Ep 19: Common Misconceptions About Long-Term Care

If you want more of your hard-earned money to go into your family’s pockets instead of to the IRS, today’s show is for you. We’ll explain why you should try an IRA Trust Trilogy.

TIMESTAMPS:

0:28 – IRA trust trilogy

1:45 – Stretch IRAs

3:46 – SECURE Act

4:55 – Three trusts

6:26 – Taxes are due

6:56 – Special needs children

9:23 – Giving children more income

13:45 – A lifetime strategy

15:09 – A sacred asset

MORE INFORMATION:

https://www.cornerstonevegas.com/cornerstone-retirement-podcast/