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Great videos as always, but the special sound effect of the “swoosh” was very annoying.
Thank you @MrMoDriven - We hear you and will keep that in mind for future videos. Glad you enjoyed the content anyways!
Definately a different strategy. Can the original source of the income for the fund come from a tax exempt IRA or 401K? Or does it have to be money that has initially been taxed already (such as Investmetnt accounts and Roth IRA)?
Can an LLC be put into a trust just prior to selling it?
Thanks for creating this great video! But long term capital gain is 20%, not 30%
Good information but the sound effects are really distracting and completely unnecessary.
Thanks for watching, and for your feedback! We'll keep that in mind for future videos.
Can you explain how the $172k tax benefit is calculated? Am I correct in understanding that the $172k tax benefit is gained when the CRAT is created?
Mind blown.
Glad you liked this one!
Sooooo … is this primarily a way to avoid RMDs?
Great videos as always, but the special sound effect of the “swoosh” was very annoying.
Thank you @MrMoDriven - We hear you and will keep that in mind for future videos. Glad you enjoyed the content anyways!
Definately a different strategy. Can the original source of the income for the fund come from a tax exempt IRA or 401K? Or does it have to be money that has initially been taxed already (such as Investmetnt accounts and Roth IRA)?
Can an LLC be put into a trust just prior to selling it?
Thanks for creating this great video! But long term capital gain is 20%, not 30%
Good information but the sound effects are really distracting and completely unnecessary.
Thanks for watching, and for your feedback! We'll keep that in mind for future videos.
Can you explain how the $172k tax benefit is calculated? Am I correct in understanding that the $172k tax benefit is gained when the CRAT is created?
Mind blown.
Glad you liked this one!
Sooooo … is this primarily a way to avoid RMDs?