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.

Podcast: Play in new window | Download (Duration: 1:43:14 — 47.3MB)

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