95% Tax on Inherited IRAs and How to AVOID it!

Did you know that In 2026 the total tax on IRAs can be 99.1%?! That's from Federal Income Tax (37%)​, Net Investment ​Income Tax (3.8%)​, California Income Tax (13.3%), and the Federal Estate Tax (45%)! Contents of this video: 0:00 Intro to 95% Tax on Inherited IRAs 9:52 Long-term, complex tax issues over the decade 19:09 What taxes are IRAs up against? 34:49 IRAs and 3.8% net investment income tax 48:18 Problem & Solution: IRAs are not protected; 53:27 What about roth conversions? 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for an IRA Legacy Trust, estate planning, and tax planning! 👉 Watch this video on our website: https://www.cunninghamlegal.com/95-tax-on-inherited-iras-and-how-to-avoid-it/ 👉 For more on this topic: https://www.cunninghamlegal.com/blog/financial-planning-and-investing/ 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ to learn how to make a living trust, avoid California estate tax, and talk to a family trust lawyer. SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/c/CunninghamLegal?sub_confirmation=1 CONTACT us at https://www.cunninghamlegal.com/california-law-offices/contact/ to discuss estate planning, keeping your last will or living trust up to date, and find out about upcoming California estate planning events. Offices throughout California. WEBSITE: https://www.CunninghamLegal.com for California Estate Planning information FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/webinars includes Q&As with expert attorneys! PHONE: 1-866-988-3956 for a consultation on a California Living Trust! #cunninghamlegal #retirementincome #rothira