谢谢大家的意见。10m in retirement, most of them

回答: should I set up an irrevocable trust?Seasy2024-10-02 13:03:20

Most of them are from deferred compensation, that is pre-tax.  So after tax it will only be 5mi.  The rental houses 1/3 is loan. So about 7 million.  也没很多。这里有人说该set up irrevocable, 有人说No.  Confused.  Should I ask lawyer or cpa or Financial planner?  Called one lawyer , he said:  come, we can talk, $700 per hour!  

所有跟帖: 

非常感谢您的建议。我的基本都是mutual fund. -Seasy- 给 Seasy 发送悄悄话 Seasy 的博客首页 (0 bytes) () 10/02/2024 postreply 19:42:03

是的,没有当初啊 -Seasy- 给 Seasy 发送悄悄话 Seasy 的博客首页 (0 bytes) () 10/02/2024 postreply 20:36:12

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