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Expected yield from a trust
Posted on 9/28/16 at 7:11 am
Posted on 9/28/16 at 7:11 am
What is the expected percentage of gains for a trust with 1 or 2 million?
What is the best way to invest the money safely but still have returns and a weekly payout
What is the best way to invest the money safely but still have returns and a weekly payout
Posted on 9/28/16 at 7:17 am to Finch
quote:
and a weekly payout
I have to ask why? It isn't a construction job with a weekly paycheck. It would seem to me that if you raise the number of disbursements you raise any fees associated with managing the trust. What's wrong with a monthly or quarterly disbursement?
Posted on 9/28/16 at 7:23 am to VABuckeye
Both monthly or quarterly are fine
Basically just to supplement children's income until retirement age
Basically just to supplement children's income until retirement age
This post was edited on 9/28/16 at 7:25 am
Posted on 9/28/16 at 11:44 pm to TheOcean
Anything else you'd like to know to help narrow it down?
Posted on 9/29/16 at 12:41 am to Finch
Expect the trust to take 2 to 2.5% off the top. And they will churn the hell out of the stocks each month to make it look like they are doing something. They must be getting commissions.
They have no fiduciary duty. Yet. Dammitt.
They have no fiduciary duty. Yet. Dammitt.
Posted on 9/29/16 at 6:53 am to matthew25
Is there a better way to invest the money?
Posted on 9/29/16 at 2:43 pm to Finch
Who is the trustee? and How is the trust invested?
Posted on 9/29/16 at 5:22 pm to Finch
A trust is simply a way to control money.
Investing it for yield is no different than any other type of account. The more aggressive you are, the higher the potential yield, or negative yield.
Your yield will be reduced by not only management fees (like any other investment) but also fiduciary fees. You also have tax prep fees to consider (a bank trustee will often wrap these fees inside the trustee fee).
With a simple trust, you are required to distribute all income. Complex trust, you don't have to.
A trust like you are talking is a complicated issue and you need to speak with a qualified attorney and a CPA.
Investing it for yield is no different than any other type of account. The more aggressive you are, the higher the potential yield, or negative yield.
Your yield will be reduced by not only management fees (like any other investment) but also fiduciary fees. You also have tax prep fees to consider (a bank trustee will often wrap these fees inside the trustee fee).
With a simple trust, you are required to distribute all income. Complex trust, you don't have to.
A trust like you are talking is a complicated issue and you need to speak with a qualified attorney and a CPA.
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