How Are Special Needs Trusts Taxed?
Brian asks "Could you talk about how both kinds of special needs trusts are treated at tax time?" 🎙️ Welcome to the Video Version of Our Podcast This is Big Picture Retirement. You can find the audio version of all these episodes on our website, https://www.bigpictureretirement.com/, or anywhere podcasts are found. 📌 Stay Connected & Never Miss an Episode! We release new content every week—be sure to subscribe and follow so you don’t miss out. 👋 Meet Your Hosts → John Ross, JD is an estate planning attorney who helps families navigate complex legal and elder law issues. → Devin Carroll, CFP® is a financial planner who specializes in tax-efficient retirement planning that dares to question conventional wisdom. Together, we break down the tax, legal, and financial components of a Big Picture Retirement into clear, actionable insights. 🎁 Grab the Big Picture Retirement Planning Cheat Sheet The essential brackets, thresholds, and retirement rules—condensed into a powerful, easy to read summary. 👉 https://www.carrolladvisory.com/pl/21... ❓ Have a Question for Devin or John? Submit yours at https://www.bigpictureretirement.com/ — just click “Ask A Question.” 🔗 Want to Work With Us? While this show doesn’t offer personalized tax, legal, or financial advice, you can connect with our firms directly: →Contact Devin’s team at https://carrolladvisory.co/youtubeBPR1 →Contact John’s team at https://www.rossandshoalmire.com/
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