The Motley Fool Discussion Boards

Previous Page

Investing/Strategies / Retirement Investing

URL:  http://boards.fool.com/polymermom-quoteach-boy-gains-access-to-13-of-30725306.aspx

Subject:  Re: Talk me out of a Financial Advisor Date:  6/8/2013  11:09 PM
Author:  JAFO31 Number:  72470 of 76421

PolymerMom: "Each boy gains access to 1/3 of the trust assets at 25, another 1/3 of the assets at 30 and the rest of the assets at 35. MDH, as trustee, will override those provisions as he sees fit - probably long before they turn 30.)"

Those are unually percentages. It is typically 1/3 at x age (often 25), 1/2 of the remaining balance at y age (often 30) because 1/2 of 2/3 is 1/3, and the rest at z age (often 35).

Regards, JAFO
Copyright 1996-2014 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us