Mariner Mail, Your Life, Simplified, Episode 13
Dec. 18, 2018 Podcast

Mariner Mail: Checking Our Inbox (20:34)

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Throughout the life of our podcast, we have been asking you to send us questions you'd like us to answer. Today we dive into that mailbag with Scott Voss and Jadin Winberg from Mariner Wealth Advisors to help answer them. Questions answered today include:

  • Can family members use funds earned by doing chores to contribute to an IRA?
  • My attorney who created my estate plan has died. Is there anything I need to do?
  • Where should I be keeping important documents like my will?
  • What’s the difference between a revocable and irrevocable trust? Are there taxes associated with gifting?
  • I just received a letter from the IRS. What do I do?

 

 

 

 

The views expressed are for commentary purposes only and do not take into account any individual personal, financial, or tax considerations. It is not intended to be personal legal or investment advice or a solicitation to buy or sell any security or engage in a particular investment strategy.