Should I Put My IRA or 401K Into My Living Trust?

Рет қаралды 5,107

Күн бұрын

𝐑𝐞𝐠𝐢𝐬𝐭𝐞𝐫 𝐟𝐨𝐫 𝐭𝐡𝐞 𝐅𝐫𝐞𝐞 𝐋𝐢𝐯𝐢𝐧𝐠 𝐓𝐫𝐮𝐬𝐭 𝐂𝐥𝐚𝐬𝐬: www.FreeTrustClass.com
Should I Put My IRA or 401K Into My Living Trust? // Planning for retirement and wondering if putting your IRA or 401(k) into your trust is the right move? Are you uncertain about the potential benefits and challenges involved in such a decision? In this video, estate planning lawyer Edmund Yan will address the common questions and concerns that people have regarding retirement accounts and trusts, helping you make the right decision about maximizing your savings.
#TreeOfLifeLawFirm #retirementaccountsintrust #estateplanning #livingtrust
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✝️ (𝐅𝐫𝐞𝐞 𝐂𝐥𝐚𝐬𝐬) 𝐇𝐨𝐰 𝐭𝐨 𝐌𝐚𝐤𝐞 𝐘𝐨𝐮𝐫 𝐋𝐢𝐯𝐢𝐧𝐠 𝐓𝐫𝐮𝐬𝐭 𝐖𝐈𝐓𝐇𝐎𝐔𝐓 𝐇𝐢𝐫𝐢𝐧𝐠 𝐀 𝐋𝐚𝐰𝐲𝐞𝐫: www.FreeTrustClass.com
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00:00 - Intro
01:16 - Today’s Questions and Answers
02:18 - What you need to know about IRAs and 401(k)s?
07:02 - Should you put your IRA and 401(k) into your living trust?
18:08 - Strategies to Maximize Retirement Savings
20:02 - Watch the Free Living Trust Class
21:18 - Prayer
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Tree of Life Law Firm
(408) 412-1913
www.treeoflife.legal
Attorney Edmund Yan is on a mission to empower you and every homeowner in America (regardless of your budget) to make your own trust that actually works and actually protects your house and family from probate court.
Join Edmund in this free class as he reveals secrets that other lawyers don't want you to know... because after watching this class, many of you will be able to do it yourself without dipping into your savings to hire a lawyer to do it. Due to Edmund's demanding schedule, this free class is for a limited-time only, so click the link below to watch now before this class is no longer offered:
www.FreeTrustClass.com
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About Attorney Edmund Yan:
Hi, Edmund here. I’ve helped hundreds of clients design a meaningful future and leave a legacy of love. Because of my dedication to my clients, I’ve received many humbling awards, including:
🏆 Awarded 10 Best Estate Planning Attorney (AIOLC)
🏆 Clients' Choice Award (Avvo)
🏆 Voted in the top 2.5% of estate planning attorneys under 40 years old for 6 straight years (Super Lawyers Rising Star)
Thanks for watching! If you enjoyed this video and want to see more like it, be sure to hit that subscribe button and turn on notifications so you never miss a new upload.
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Legal Disclaimer:
The information in this KZfaq video (1) is not, nor is it intended to be, legal advice; (2) does not create an attorney-client relationship between you and our law firm; (3) provides personal perspectives on legal news and developments; and (4) is provided solely for informational purposes and may be considered ATTORNEY ADVERTISING. We do not warrant that this information is complete or accurate, and we encourage you to do your own legal research or hire an attorney to ensure your legal questions are answered. We do not guarantee that you and your family will avoid probate court. Results vary depending on your own ability to make your living trust and other estate planning documents correctly. Watching this video, leaving a comment, or communicating with Edmund Yan or Tree of Life Law Firm by email or over the Internet does not create any attorney-client relationship unless an attorney-client agreement is signed. Edmund Yan is licensed in California and New York only. Prior results do not guarantee a similar outcome. If you have legal questions specific to your unique situation, you should speak to an attorney in your state.

Пікірлер: 26

@treeoflifelawfirm 11 ай бұрын

Hi friends, was this video helpful? Please leave a comment below so we can make more practical videos about putting IRA or 401k in trust.

@susandelgado1959 6 ай бұрын

All your videos are very helpful. Thank you. I do have a couple of questions though. Do I put my cemetery cremation plot in the living trust? Also, how do I determine which kind of deed is proper, the quick claim or the grant deed for transferring the house. If my husband and I are listed on the original deed as joint tenants do I automatically have the right of survivorship or do I need to do one of the survivorship deed?

@JudgeCommitee-ck5wq 2 ай бұрын

Are you ready for a permission Ledger forgery proof inheritance and legacy wealth transfer to avoid home made document crime?

@user-hn3gl8ij9u 2 ай бұрын

Very helpful

@user-hn3gl8ij9u 2 ай бұрын

You are a true blessing and I will take your course. Stay humble my brother

@treeoflifelawfirm 2 ай бұрын

God bless.

@WarrenRCG 11 ай бұрын

Edmund, thank you for your time and the information!

@treeoflifelawfirm 11 ай бұрын

You are welcome. God bless!

@youarehere1251 3 ай бұрын

A trust will last beyond your lifetime, do it right with a professional.

@melodydemesarealtor 11 ай бұрын

Thank you Edmund, for sharing this important information about the IRA & 401K.

@treeoflifelawfirm 11 ай бұрын

You are welcome. Glad it was helpful!

@edchang9521 11 ай бұрын

Edmund thank you so much for your videos. I am in the process of preparing my living trust and will. This has been very helpful. God bless

@treeoflifelawfirm 10 ай бұрын

You are welcome. God bless!

@elsacynthiacabrera5211 10 ай бұрын

You never mentioned the free trust maker you initially talked about. I stayed to the entire presentation and nothing was mentioned😮

@treeoflifelawfirm 10 ай бұрын

Thank you for reaching out and leaving a comment! We appreciate your interest in our channel. Your question has been added to our list of video topics and we will certainly consider it for a future video. While we can't promise that we'll get to every question, rest assured that we're doing our best to bring you the most relevant and helpful content. Keep an eye out for future videos and keep the questions coming! Please note that this is not legal or financial advice and we have no legal obligation to answer your questions. Our response is not, nor is it intended to be legal advice, to create an attorney-client relationship between you and Tree of Life Law Firm or any of its attorneys, or to be an offer to create such an attorney-client relationship. The information is provided for general information and educational purposes only and is not a substitute for professional advice. If you need personal legal or financial advice, please consult a legal or financial professional immediately. Do not take any action, postpone any action, or decline to take any proposed action based on this information without first engaging the representation of a licensed attorney at law in your State of residence. THE USE OR RELIANCE OF ANY INFORMATION CONTAINED IN THESE COMMENTS IS SOLELY AT YOUR OWN RISK. God bless.

@kimbui829 2 ай бұрын

Exactly! In the free living trust class, he never mentioned the good free living trust maker, he said that he would tell at the end of his video. That is the tactic that he used to keep the audiences watching until the end of his presentation! The so-called free living trust class is actually for the advertising of his workshop that costs $297, ít is about 2 hours long with no options to forward or backward the video. You have to watch straight until the end and the title of the video doesn’t match the content

@papla2019 11 ай бұрын

Would you explain about irrevocably trust and its text implications in protecting us from lawsuits and inheritance tax?

@treeoflifelawfirm 10 ай бұрын

@JudgeCommitee-ck5wq 2 ай бұрын

This old man says there is no protection and document changers use it to victimize seniors and special needs children so our family is getting a forgery proof NICER Permission Ledger Validation Certification Trust Prebate Probate Nickel and Dime alternative to DIY Quarter Litigation from Edmund when he distinguishes himself among his peers advancing his career to Traditional Family Lawyer.

@rajbeekie7124 4 ай бұрын

I don't know if the 6-12 months and the spouse dies. I am guessing it is probably years after.

@pizzanapoletana1301 6 күн бұрын

Hi Edmund @treeoflifelawfirm, Thanks for educating us. I'm grateful for your help. I have a specific question about listing assets in the Living Trust Schedule A. If the trust is a beneficiary of an asset upon death of the grantor, would I list that asset in Schedule A? For example, California DMV allows a very easy way to specify a "Transfer on Death" (TOD) beneficiary for vehicles. That beneficiary can be an individual or an entity such as a trust. Rather than changing the current ownership of my vehicles to the trust, I am simply recording with the DMV (for $10 per vehicle) that the trust is the TOD beneficiary. I have a few other assets like retirement accounts where I have listed the trust as a contingent beneficiary. In all these cases where the trust is a primary or secondary beneficiary, should I list those assets in Schedule A? I am asking because the trust is only a beneficiary not the owner of those assets. Thank you.

@treeoflifelawfirm 5 күн бұрын

@user-yx3kb5ej4t 3 ай бұрын

Thanks. Which state are you licensed to do business?

@treeoflifelawfirm 3 ай бұрын

California and New York.

@agustingarcia8403 10 ай бұрын

Edmdmond : Are the videos for me to download and keep ( the ones that you charge $295) And thank you for all your help, you are very special to all of us.

@treeoflifelawfirm 10 ай бұрын

Hi, in the probate protection toolkit you will gain access to the step by step video tutorials in making your own living trust. You will also get the chance to join the Facebook support group where you can post your questions for Edmund to answer and as well participate weekly live training class.