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Cornerstone Retirement Blueprint Podcast

Join your host Jammie Avila as he shares his thoughts on a wide variety of financial topics surrounding retirement strategy, investment management, tax planning and more!

Jammie Avila is the managing partner and co-founder of Cornerstone Wealth Management with offices in Las Vegas and Henderson, Nevada.

Get more information at www.cornerstonevegas.com or by calling 702-252-5252.

  1. All Episodes
  2. Ep 18: How an IRA Trust Trilogy Can Benefit Your Family

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

Apr 7, 2022

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/