Tax Savings From Restricted Property Trusts, With Rhett Grimes And Ken Crabb

The restricted property trust (RPT) is a tax strategy for business owners with predictable cash flows that can generate significant tax-advantaged holdings.

Rhett Grimes and Ken Crabb join Michael to discuss the ins and outs of this strategy.

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Episode Highlights

  • High level discussion of tax strategy.
  • Overview of the restricted property trust, including who can and can’t use this strategy.
  • Discussion of the defensibility of any this tax strategy.
  • Overview of restricted property rules and opportunities.
  • Deep dive into the restricted property trust strategy.
  • Common mistakes made when establishing a restricted property trust.
  • Withdrawal strategies for investors.
  • Importance of monitoring fees when purchasing life insurance.

Episode Resources

Today’s Guests: Rhett Grimes and Ken Crabb

About The Tax Efficient Investor Podcast

On the Tax Efficient Investor podcast, we show you how to protect, grow, and transfer your wealth by implementing tax-advantaged investment strategies. Host Michael Johnston demystifies tax strategies that are favored by the most successful and sophisticated investors, including 1031 exchanges, IRA & 401k plans, HSA accounts, trusts, real estate, and more.

Michael Johnston, CFA
Michael Johnston, CFA

Michael Johnston, CFA is the co-founder and President at WealthChannel, and host of WealthChannel Academy.

Michael previously founded ETF Database, the leading independent authority on exchange-traded fund investing.

Michael's professional experience includes positions in corporate finance and investment banking, as well as entrepreneurial experience as a co-founder and early employee in multiple high growth, venture-backed companies.

Michael graduated from the University of Notre Dame with a degree in Finance. He lives in Oregon with his wife and son.