))
#47 - Securing Your Financial Future with Expert Insights From Collin Taylor
Manage episode 432181994 series 3511422
内容由Steven Arita提供。所有播客内容（包括剧集、图形和播客描述）均由 Steven Arita 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
Are you prepared for the unexpected twists life throws your way? In this episode with Collin Taylor, we dive into crucial financial planning topics that tech professionals and investors often overlook. Our hosts discuss the importance of reviewing and updating your will during significant life events like having children, divorces, marriages, and the passing of parents. They emphasize the need to keep your beneficiaries current to avoid unwanted surprises. We also explore the foundations of self-directed IRAs (SDIRAs) from previous episodes, building on the knowledge to discuss additional accounts such as ESAs and HSAs that can complement your investment strategy.
Collin also highlights the significance of having a proper estate plan, especially when it comes to managing and passing down IRAs. We also talked about the potential legal and tax implications and the necessity of regularly updating estate plans and wills.
To learn more about Collin, reach out:
Quest Trust Company web: https://www.questtrustcompany.com/
Call them: 281-492-3434
Email: collin.taylor@questtrust.com
LinkedIn: https://www.linkedin.com/in/collin-taylor-7b2176176/
Episode highlights:
(0:00) Intro
(2:48) Who is Collin Taylor and the topic for today’s episode
(4:35) Scenarios of who can pass down IRAs
(7:02) Legalities and importance of beneficiary designations
(8:32) Options available to beneficiaries of IRAs
(16:09) Process for inheriting an account
(20:26) Reasons for disclaiming an inherited IRA
(25:49) Tax implications of taking a lump sum
(36:25) Trusts and their role in estate planning and asset protection
(41:02) Real-world examples and scenarios involving IRAs and lawsuits
(48:23) Outro
—
Share this with your tech friends who you think will benefit from this podcast. Please also rate and subscribe so this podcast can reach more audiences.
For more resources and guides, check these out:
- Investor 101 https://www.aritacapital.com/investor-101-resource/#
- Due Diligence Resource https://www.aritacapital.com/dd-checklist-resource/
If you want to learn more, reach out at:
Email: steven@aritacapital.com
LinkedIn: https://www.linkedin.com/in/aritasteven/
73集单集
分享
