Wondering how Roth IRAs in 2024 could be the smartest move for your retirement planning? With recent changes to retirement accounts and property tax laws, understanding your options has never been more crucial. Dive into the world of Roth IRAs, the Secure Act, and how the shifting landscape of California real estate laws, specifically Prop 19, impacts your estate planning and property taxes. This video from Gilfix Law brings you the latest in retirement account updates, offering expert insights into navigating these changes for a secure financial future.
Discover the implications of new retirement age thresholds, the flexibility of 529 plans rolling into Roth IRAs, and the profound effects of California’s Prop 19 on property taxes. Whether you’re concerned about estate taxes, capital gains, or maintaining family properties across generations, especially in high-value areas like the Bay Area, this comprehensive guide addresses your most pressing questions.
CHAPTERS:
0:00 – Retirement Account Changes 2023
1:17 – Prop 19 Impact on Californians
9:33 – Overturning Prop 19: Implications
10:09 – California Voters & Prop 19 Reliance
This video is presented for educational purposes only. It is not meant to provide legal advice. For us to provide you with legal advice, we need to meet with you to understand your specific issues.
To make an appointment, call us at 650-493-8070 or visit our website: www.gilfix.com
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