Quick Preview:
If you want more of your hard-earned money to go into your family’s pockets instead of to the IRS, today’s show is for you. We’ll explain why you should try an IRA Trust Trilogy.
On This Episode:
Our guest today is Salvatore “Sal” Capizzi, Chief Sales & Marketing Officer of Dunham World-Class Trust & Investment Firm. He’ll be sharing his expertise on a topic he’s passionate about – a proprietary program Dunham has put together called the IRA Trust Trilogy.
This trust is all about taking care of family and really putting more hard-earned money into your family’s legacy instead of the IRS.
This is part three in our three-part series with Sal on various financial topics.
Prior to joining Dunham in 2008, Sal developed BlackRock’s retail distribution platform and substantially grew the complex during his eight-year tenure. Sal is a seasoned industry veteran with more than 30 years of financial services experience.
Sal has a wealth of knowledge and expertise in global sales and distribution leadership, marketing, business development and strategic planning.
During our interview, Sal shares:
- How the IRS gets money from IRAs
- How stretch IRAs used to work
- How the SECURE Act has affected IRAs
- The three trusts of the trilogy
- How every dollar you spend, taxes are due
- How income affects special needs children
- How the trilogy creates a lifetime strategy
Thanks for listening to this week’s show. Feel free to utilize the timestamps below to skip around to specific topics.
Learn more: https://www.dunham.com/Investor
Timestamps:
0:28 – IRA trust trilogy
1:45 – Stretch IRAs
3:46 – SECURE Act
4:55 – Three trusts
6:26 – Taxes are due
6:56 – Special needs children
9:23 – Giving children more income
13:45 – A lifetime strategy
15:09 – A sacred asset
“An IRA Trust Trilogy is more about family. It’s about taking care of them and putting more of your hard-earned money into your family’s legacy than the IRS.” – Jammie Avila
