Great video - the best TH-cam video on explaining IDGT. I would love to see you create a video comparing the pros and cons between creating an IDGT vs SLAT!! Thanks,
Great explanation. I know Valur wouldn't do this but if a trustee kept the trust funds in an index ETF and never traded, I was wondering about the unrealized capital gains. Would the beneficiaries be stuck with the cg tax when the grantor dies?
The trust would be stuck with the tax bill not the beneficiaries directly! When the grantor dies, the trust becomes a non-grantor and would be paying its own taxes
Awesome video
Great video - the best TH-cam video on explaining IDGT. I would love to see you create a video comparing the pros and cons between creating an IDGT vs SLAT!! Thanks,
Great explanation. I know Valur wouldn't do this but if a trustee kept the trust funds in an index ETF and never traded, I was wondering about the unrealized capital gains. Would the beneficiaries be stuck with the cg tax when the grantor dies?
The trust would be stuck with the tax bill not the beneficiaries directly! When the grantor dies, the trust becomes a non-grantor and would be paying its own taxes
@@LearnWithValur OK, Thanks. Trying to not realize gains in taxable account is a long term habit.