How to Get the MOST out of YOUR TRUST in 2023!

[@azieltobias]

Small taxes can affect investment decisions such as whether to choose tax-free municipal bonds over taxable bonds or do a Roth IRA conversion. I’ve been sitting on over $745K equity from a home sale and I want to invest on the stock market, how do I achieve this without being taxed twice?

[@mellon-wrigley3]

There’s more benefit to holding fixed-income assets in tax-deferred retirement accounts as opposed to taxable accounts. If you're not who understands strategies to invest in the market, seek a Financial advisor to guide you.

[@disney-hefner]

Having an investment adviser is the best way to go about the stock market right now, especially for near retirees, I've been in touch with a coach for awhile now mostly and I made over $800K within a short time

[@louie-rose7]

​ *@sofiakhalida8106* Who is the professional who is advising you, if you could perhaps tell us? As a novice investing in stocks without the correct direction of a professional, I have lost a lot of money.

[@disney-hefner]

"Camille Alicia Garcia" is the coach that guides me, you probably might have come across her before I found her through a Newsweek report. She's quite known in her field, look-her up.

[@louie-rose7]

I just looked up Camille online and researched her accreditation. She seem very proficient, I wrote her detailing my Fin-market goals and scheduled a call.

[@jimwilcox946]

Why do you suggest putting a vacation home inside an LLC inside the living trust ... versus having it owned directly by the trust? Is this just for privacy, i.e., disguise the ownership to creditors? Or is there another reason?

[@ChristinaKjarCPA]

Learned so much once again! Thank you!

[@AlexShantyOldLawModel]

Hope to see you both in April collaborating on the crime free inheritance and legacy wealth transfer distribution and settlement plan.

[@MSMCPA]

If you have an EIN for your sole proprietorship or disregarded LLC, you do not have to use your SSN on Form W9 . Line one should be your individual name, Line 2 your entity name, and TIN should be your EIN. The purpose being not to have to disclose your SSN to the world.

[@irinajen6379]

Absolutely! W-9 does not have to have your ssn. Many places asks for your ssn, though. Doctors’, physical therapy, even chiropractors! I always have to talk and talk to them about ID theft. And they - Us? Never! That’s all protection they can give you.

[@lisavenn663]

I love how real y'all are 😂bluntly put but great 😂

[@apartmentinvestingforbeginners]

Loved this video, thank you for discussing this topic

[@romyromevargas8398]

Sacramento here! Enjoy your podcast! Can you put your personal debts such as credit cards, student Loan, etc., in the TRUST?

[@Pawsitivelygolden]

I recently found your channel. Thanks for the helpful information.

[@whatwouldgdonowgvkpierce6879]

I want to do infinite banking,but I’m wondering how to fund it .thx plmk

[@wayne8268]

convert on day 2 ???? or can you convert 3months later ??? whats the time window

[@karinmckay5935]

follow up question on your 2 member LLC with the S corp being the members. Is this because both of them are active (subject to self employment tax)? Or this is advice even for husband/wife were one is active the other passive?

[@eab14310]

So long and so much banter. Any thoughts about condensing these down to the key elements?

[@martingainty9623]

EOZ is where I located..i have been here 16 years and the building is paid off I dont necessarily enjoy living with democrats but when I do sell..I know I can keep the whole thing Maybe in next video can you discus Pros and Cons of Revocable Trust vs Irrevocable Trust?

[@saerinc2576]

you gents are amazing. I wish your staff in kkos lawyers and CPA associates were as competent.

[@jacksobe]

What is the difference between General, Premium, and VIP at your Tax and Legal 360 conference (besides the cost)?

[@MANUELSANCHEZ-wt3ce]

Can I open a Roth at age 70? Does it still work out?

[@PhishedOff]

Thank you for always delivering awesome info! Maybe I've missed this so I apologize in advance if you've answered this somewhere already. If we (H/W) starting an LLC, must we set up the Trust first or can we wait until the business is actually making money? thank you

[@JPfreedom]

What if it's a 2 or 3 person LLC?

[@lookingahead1]

From FL here!!

[@germanarturo11]

Did not get the answer on the Trust. If is revocable becomes irrevocable when the owner/trustee dies? If the new trustee owns the Trust now, is he paying 20% capital gains? How is that? Isn't the Trusts passed to new trustees that ARE NOT "owners" per se, just managers, i.e. trustees, so why they have to pay any taxes?

[@ignatiuscpa]

The roth profit sharing is likely going to go into box 1 and subject to withholding like the S Corp health insurance premiums is my thought. Only other way you could do it would be the plan sends a 1099-R like any other Roth Conversion and its a new code on the 1099-R. Really the only two ways it makes sense to me.

[@wompol7117]

can a trust own IUL and be beneficiary.. would it need to be irrevocable trust to make it inter generational and create more insurance policies for members of subsequent generations ad infinitum? plan on setting an appt in Sept

[@jfrank6304]

I want to say that I really enjoy all the videos you guys put out. It’s become a sort of a routine to listen in while I drive to work…lol QUESTION: I’m a service member and close to retirement but plan to put some money aside on two ETFs (JEPI/JEPQ) for the next 35yrs for my kids and grandchildren. Would it be wise to invest in these ETFs through a trust? No other assets will be available but two long term ETFs. Again Thank You!

[@kellyglenn5897]

WA State here!

[@probst9999999999]

I thought opportunity zones will end before the 10 years so it's too late to put in and never pay the tax anymore?

[@thomasbrennan1703]

I have heard that in a trust if you are making money by trading you tax liabilities are higher than your regular individual rates? Is this true?

[@lisavenn663]

Do you teach tax planning to preparers

[@MarkJKohler]

Lisa, yes we do! Please check out our Main Street Tax Pro Certification course at: markjkohler.com/product/main-street-tax-pro/ - You can schedule a free demo with one of our members who can walk you through what the course is all about at: markjkohler.as.me/schedule.php - thank you!

[@fasbcpa316]

Hot substitute teacher + taxes, love it !

[@markportercrs]

Surprise fees. I would feel a lot better if you would have disclosed these fees when you quoted the $1800 . . . I am a few days in and already $500+ in new surprises.

[@whatwouldgdonowgvkpierce6879]

Is there a phone # I can call Mark?

[@lookingahead1]

Hello!!

[@dean7468]

Ohio!

[@irinajen6379]

Here is an issue, your voices are faaaar behind your lips movements. Maybe you can fix that.

[@mattpratt1]

This is your streaming. No issues with my streaming.

[@lisavenn663]

😂😂😂😂😂😂

[@cherylkedzior]

fjb!!!!!!!!

[@richardtinkey2300]

Your lips are synchronized with your voice on your videos your lip lips are not synchronized with your voice

[@joshuaphillips4958]

What are lip lips?