IRS Warns Against Using a New Complex Trust Rule to Avoid Taxes

The IRS came out with a new and complex rule around removing money tax-free from a trust and immediately had to issue a warning after investment “gurus” took to the internet encouraging investors to avoid taxes. Today, Paul and Evan talk about how people try to twist tax laws for their own benefit and often wind up in more trouble than they were before. Later in the episode, Evan talks about when you would want to take the lump-sum benefit on your pension. 

 

For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.