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Episode Info:

Episode 16: Jim Cunningham of Cunningham Legal – part 2

The TRUST-CFO® Wealth Preservation Podcast is a series of talks on hot topics with partners Raymond F. Olmo and Josh Saunders as they invite industry leaders to discuss cutting-edge strategies and best practices in planning and administration to ensure successful people (specifically in California) keep more of their money for a better lifestyle and safe, secure and private retirement.

Stretch That IRA… Stretch it real Good
The IRA is a very misunderstood, but powerful, retirement planning tool. Most people and their advisors do not understand the options they have when choosing how to pass on an IRA to the next generation. On this episode we sit down and talk with Jim Cunningham of Cunningham Legal about a powerful IRA transfer tool, the IRA Inheritance Trust. Jim goes into some great detail on how these trusts work and why they should be used. According to Mr. Cunningham, you should know more than 98% of financial professionals about how these trust work after listening to this episode. If you need more information on estate planning strategies like the IRA Inheritance Trust and many others please let us know and we will send you a free copy of Jim’s book Savvy Estate Planning. Just send us and email to Also, if you have any questions about Private Retirement Plans and how they can secure your retirement and preserve your wealth, please feel free to contact us.

Here is a link to Jim’s book.

Trust-CFO, asset protection, tax exemptions, protect, profit, preserve, wealth protection, high net worth, private retirement plan, private retirement, private retirement plan administrator, protect assets, protect wealth, California Asset Protection Guide, private retirement planning guide, private retirement planning, retirement planning, maximize net worth, Ray Olmo, Josh Saunders, Jim Cunningham, Cunningham Legal.

The post Episode 16: Jim Cunningham of Cunningham Legal – part 2 appeared first on TRUST-CFO®.

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