Retirement Accounts in Trusts

DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing

Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!

Education, Money, Self-improvement, Investing, Business, Real Estate

4.6 • 858 Ratings

🗓️ 11 July 2025

⏱️ 17 minutes

🔗️ Recording | iTunes | RSS

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Summary

Allie and Logan talk about some of the tax consequences of trust accounts and whether it is helpful to put your IRA in a trust after you pass. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Transcript

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0:00.0	Hey, this is Allie, and thanks for listening to the show.
0:04.2	Give us a five-star review where you listen and share this episode with someone who might need to hear it.
0:08.5	Now, enjoy the show.
0:13.2	What's up, everybody?
0:14.6	Welcome back to another edition of DIY Money.
0:17.8	DIYM money.
0:19.0	How's it going, Logan?
0:20.0	Happy almost fourth. Almost fourth. Yeah, I know we're going to be, this episode will come out after the fourth. I know it's your favorite holiday and you're very excited. And I know you hate it. I saw the visual. You showed me the video of why you love it so much. And? Because you grew up in Wilmore where the only thing they had was a Fourth of July Fair.
0:41.2	That is it.
0:41.9	No.
0:42.8	That is all they had.
0:44.2	And so you could enjoy it one day a year.
0:46.8	If you're listening and you miss that episode, I talked about the lawnmower brigade of Wilmore, Kentucky.
0:53.8	And if you have not seen a lawnmower brigade, you're missing out. That's all I'm going to say about that. I'm not going to lie. It does not get more Kentucky than the lawnmower brigade. It's like men in their cargo shorts. The people across the country here are like, come on. The streamers on the push mowers. It's legit. And did you guys already talk about, I wasn't here when you cut the last
1:12.6	couple episodes, did you give your big news to the DIY money folks? About the house? I did. Yes.
1:19.1	Quinn and I talked about that. I think, I don't know where this episode falls because we're cutting
1:24.3	episodes all over the place. But I think we talked about it. So it is, yeah, open, get in the house and all the things. You know what's funny. I just thought about
1:31.6	this. You know, have you ever had like your first, do you know what like your first life memory is?
1:39.1	No. I don't know if I've ever thought about that. Like the youngest memory, like the youngest memory you can ever, like, remember.
1:46.2	My youngest memory that I can ever remember is being in the Fourth of July parade.
1:51.6	My grandparents are from Wisconsin, and they used to do this community, did a parade every Fourth of July.
1:59.3	And I remember sitting on the back of my grandfather likes old cars.
	...

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Generated transcripts are the property of Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen! and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.