Funding your trust and the 7 types of assets that go into a trust. 1. Real Estate 2. Bank Accounts 3. Brokerage Accounts 4. Life Insurance 5. Retirement 6. Personal Property 7. Businesses #retirementnerds #revocabletrust #willvstrust #estateplanning
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🚨 Don’t transfer your retirement accounts, like 401(k)s, Roth IRAs, or TSPs, into the name of your trust. ✅ This is important because if you do, it may trigger taxes that could reduce your savings. ✅ Instead of changing the ownership, name your trust as the beneficiary of these accounts. ✅ This means that when you pass away, the assets in your retirement accounts will go directly to the trust. ✅ By having the trust as the beneficiary, your family can inherit these retirement accounts without in
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