Housekeeping items for your Financial Health 2024
CunninghamLegal CunninghamLegal
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 Published On Jan 18, 2024

Are you ready to tackle your 2024 finances? We'll discuss necessary annual updates such as your 401(k) deferrals and IRA contributions. 👉 Book a Call at https://www.cunninghamlegal.com/book-... for estate planning, financial planning, and planning for your legacy.

Wondering about Roth vs. Traditional contributions? We've got you covered. Pondering your retirement date? We'll strategize about the best timing and method to turn qualified savings into an income stream, and we’ll explain what's happening with the SECURE Act 2.0. We'll also highlight updated annual gifting limits and prepare you for the 2026 Tax Law Sunset. This webinar is all about making complex financial topics easy to understand. Let's navigate 2024 together!

👉 Book a Call at https://www.cunninghamlegal.com/book-... 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/CunninghamL...

CONTACT us at https://www.cunninghamlegal.com/calif... 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!

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