Uploaded April 2026 | Updated September 2026, 3 weeks ago
A lot of people hear that putting investments or a business into a trust can save taxes; but that’s simply not true. Today, I’m breaking down one of the most common misconceptions in financial planning and explaining how trusts are actually taxed. In many cases, trusts face **more aggressive tax brackets**, hitting the highest rates at much lower income levels than individuals. I’ll walk you through how different types of trusts are treated, why most provide no income tax advantage at all, and where they *do* make sense—like estate planning, avoiding probate, and protecting assets. Because when it comes to trusts, understanding what they actually do can save you from making a costly mistake.
Follow my page for clear, no-fluff financial planning steps!
Visit for more - wealthrb.com
Securities offered through LPL Financial, Member FINRA/ SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor. IHT Wealth Management and RB Wealth Partners are separate entities from LPL Financial.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.
#CFP #Financialplanner #retirement #retirementincome #IRS #retirementfinancialplanning
A lot of people hear that putting investments or a business into a trust can save taxes; but that’s simply not true. Today, I’m breaking down one of the most common misconceptions in financial planning and explaining how trusts are actually taxed. In many cases, trusts face **more aggressive tax brackets**, hitting the highest rates at much lower income levels than individuals. I’ll walk you through how different types of trusts are treated, why most provide no income tax advantage at all, and where they *do* make sense—like estate planning, avoiding probate, and protecting assets. Because when it comes to trusts, understanding what they actually do can save you from making a costly mistake.
Follow my page for clear, no-fluff financial planning steps!
Visit for more - wealthrb.com
Securities offered through LPL Financial, Member FINRA/ SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor. IHT Wealth Management and RB Wealth Partners are separate entities from LPL Financial.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.
#CFP #Financialplanner #retirement #retirementincome #IRS #retirementfinancialplanning
