EPISODE · Oct 14, 2020 · 1 MIN
Putting an Investment Account into a Trust
from Second Half of Life Podcast · host 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.
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Putting an Investment Account into a Trust
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