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Texas General Warranty Deed Conveying a Life Estate from a Family Trust to an Individual Form

Texas General Warranty Deed Conveying a Life Estate from a Family Trust to an Individual Form

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[Music] mark is in los angeles hey mark welcome to the ramsay show hey dave thanks for taking my call sure what's up dave i have a legacy journey question my wife and i are on baby step 7 and we have a nest egg of about 4 million 3 million in iras and 1 million in a taxable brokerage account we'll live off the interest you know with the goal of preserving the nest egg as an inheritance for my daughters here's my question as we manage this nest egg i'm currently planning to deplete the money in the iras and grow the money in the brokerage account over time with a goal of leaving the kids a portfolio that's a 100 brokerage account and no ira money so their inheritance isn't encumbered with any government strings or tax bonds or anything and what i wondered was is this the right strategy yes if so how you would recommend i manage it to achieve it yeah i mean you've got the idea and it's just a matter of drawing down on the th

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