EPISODE · Oct 4, 2024 · 51 MIN
Lump Sums, Trusts, and Tax Traps — Answering Your Biggest Money Questions
from Cover Your Assets with Logan and Don · host Sun Valley Wealth
It’s listener Q&A day! Logan Marcus breaks down the smart way to handle lump-sum payouts, protect assets with living trusts, and dodge costly rollover mistakes. Fast-paced, practical, and packed with strategies to keep more of your money out of the IRS’s reach.
Embed this episode
NOW PLAYING
Lump Sums, Trusts, and Tax Traps — Answering Your Biggest Money Questions
0:00
51:51
1×
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.
Frequently Asked Questions
How long is this episode of Cover Your Assets with Logan and Don?
This episode is 51 minutes long.
When was this Cover Your Assets with Logan and Don episode published?
This episode was published on October 4, 2024.
Can I download this Cover Your Assets with Logan and Don episode?
Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!