About Trust Investment Accounts

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Trust investment accounts can be used for a variety of investments, such as real estate, stocks, bonds or commodities, and there can be several tax benefits to setting up a trust for investment purposes. Set up a trust investment account with information from a portfolio manager in this free video on investing.

Part of the Video Series: Investing Tips
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Video Transcript

And today, we're here to talk about trust investment accounts. What are they? How can you use them? Well, first thing is, have you established a trust for investment purposes for your benefit or for someone else's? If you have and if it's been funded, then you have to think about, "Okay. What am I going to do with the money?" And at that point, the investment account portion begins to kick in. Are you going to buy real estate? Are you going to buy stock or bonds or commodities or whatever it might be that you elect to invest the capital in? The risk parameters certainly will differ for each person, and the types of investments that go into the...each portfolio will be different, depending upon what that really means to you and the volatility that you can handle. So trust can be very valuable. They can help you with the tax. I would suggest consulting with your CPA or attorney about the after tax benefit of creating one. In terms of the investment side, it's not a whole lot different from investing on your own. Use the same thought process. It's just the income tax might be a little bit different and the types of investments that you consider may be different also. But if it worked in your personal account, it'll probably work in trust. I'm Roger Groh, and thank you for spending a little bit of time with me.


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