Your Money, Your Wealth cover image

How to Spitball Retirement Taxes and the 4% Rule - 392

Your Money, Your Wealth

00:00

What Is a Living Trust?

A six year old female and her husband plan to retire at 62, two years to go. She is looking to put his stock trading activities in a trust so he doesn't have to pay taxes on them. He plans to continue working till f r, a full retirement agefose avemenona, aln. Would his income be taxable under social security or other taxes if it's in a trustwhat other taxes would we incur under a trust spense kind of trust? Here's your ansyoul, ask me at. Hi, allan, but alrigt, hi. Love your podcasm, listen, whell do in household. Choirce.

Play episode from 32:25
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app