Second Half of Life Podcast

Putting an Investment Account into a Trust

October 14, 2020 Steinbacher, Goodall & Yurchak Season 1 Episode 38
Second Half of Life Podcast
Putting an Investment Account into a Trust
Chapters
Second Half of Life Podcast
Putting an Investment Account into a Trust
Oct 14, 2020 Season 1 Episode 38
Steinbacher, Goodall & Yurchak

Attorney Jenna Franks briefly explains the tax situation if an investment account (not to be confused with a qualified retirement plan) is put into a trust, and what our firm generally does to keep the tax rate on such an account as low as possible. This is a brief clip from our Wine & Wills virtual event held on Sept. 1. 

Show Notes

Attorney Jenna Franks briefly explains the tax situation if an investment account (not to be confused with a qualified retirement plan) is put into a trust, and what our firm generally does to keep the tax rate on such an account as low as possible. This is a brief clip from our Wine & Wills virtual event held on Sept. 1.