Taxes on Inherited Trust

DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing

Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!

Business, Self-improvement, Business:investing, Investing, Education

4.8 • 824 Ratings

🗓️ 11 December 2024

⏱️ 20 minutes

🔗️ Recording | iTunes | RSS

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Summary

Quint and Allie talk about future tax consequences of putting funds in a trust.

Transcript

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0:00.0	Hey, this is Daniel.
0:01.8	Thanks for listening to DIY Money.
0:04.1	If you haven't already, be sure to give us a five-star review on iTunes so your friends
0:08.3	know that they can learn from the show.
0:10.5	Now, enjoy the show.
0:15.9	Welcome back.
0:16.9	Ladies and gentlemen, you're listening to another edition of DIY Money.
0:20.1	DiHawit Diwa Money.
0:21.6	Hey, Howard in the house.
0:23.0	Quint, welcome back after a week off.
0:25.4	Yeah, I don't like missing.
0:26.6	I really don't.
0:27.5	I love listening to the podcast, love listening to what you guys do, but I just love being on the podcast.
0:32.8	I mean, I'm just going to be selfish and say that, but I love it.
0:35.9	I love it.
0:36.4	It's fun.
0:39.8	It brings me energy and it brings me joy.
0:45.5	I would say, anecdotally, if you are not doing anything that brings you joy in life,
0:47.6	please find something that brings you joy.
0:50.0	Get busy living and get busy die.
0:53.0	I mean, seriously, too many people are running around the world.
0:53.8	Miserable. No, Bueno. All right, let's talk about you for a moment, A. Howard. So you've been in the office now for a couple of years. It's been such a blessing to have you on our staff, all the help that you have been part of the process and helping clients and just the knowledge and
	...

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Generated transcripts are the property of Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen! and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.