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2min chapter
The BEST AI Stocks to Invest In (Money Q&A)
The Personal Finance Podcast
Understanding Management and Distribution of Trust Assets and Tax Considerations
This chapter delves into the responsibilities of a trustee in managing assets in a brokerage account, making investment decisions, and ensuring the trust aligns with its objectives. It also explains the tax implications of trusts on undistributed income, distributions to beneficiaries, and asset transfers into irrevocable trusts in relation to gift and estate taxes.
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Listen to the best highlights from the podcasts you love and dive into the full episode