Tax Implications of Special Needs Trusts

November 19, 2016

Tax Implications of Special Needs Trusts

Jim & Chris discuss the difference between Accumulation Trusts and Conduit Trusts as well as the various considerations when putting together a Special Needs Trust with a focus on the tax implications. Also, Jim & Chris answer emails from listeners regarding Social Security privatization, and provide clarifications on the timing of doing Roth Conversions and Re-characterizations.

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Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

Jim Saulnier, Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of: CO, IA, IN, MA, NY, TN, TX, WI and WY. No offers may be made to or accepted from any resident outside the specific states mentioned. Jim Saulnier, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning services offered through Jim Saulnier and Associates, LLC., a Registered Investment Advisor. Cambridge and Jim Saulnier & Associates, LLC are not affiliated.