Series 65: 5.1.3.1.2.3 Taxation Of A Trust

Taken from our Series 65 Online Guide

5.1.3.1.2.3 Taxation of a Trust

Complex trusts can either distribute income to beneficiaries or not distribute it. Simple trusts distribute all income to beneficiaries. When income is distributed to beneficiaries, it is reported by the beneficiaries and included in their taxable income. The trusts themselves do not pay taxes on this distributed income. Trusts do pay taxes on income t

+ Read More

More Series 65 Info

What are people saying?

Create an Account

Since you're reading about Series 65: 5.1.3.1.2.3 Taxation Of A Trust, you might also be interested in:

Series 26 - Supervisory Qualifications

Series 51 - Advertisements Exempt from Disclosure Requirements

Series 26 - Other Liabilities

Series 6 - 4.2.9. Unsecured Bonds

Series 7 - 2.10.3. Zero Coupon Bonds

Series 53 - Exercise

Series 65 - 3.8.3.1. Variable Universal Life Insurance

Series 7 - 14.6.1. Commission-Based Accounts

Series 65 - 10.11.5 Client Confidentiality

Series 53 - 4.2.2.2.4. Bond Years

Series 28 - Common Stock and Other Equity Securities

Series 66 - Strategic Asset Allocation

Series 51 - Exercise

Please Enable Javascript
to view this content!

Site Login

TESTIMONIALS

What are people saying?

I finally passed the Series 65! I’m writing today to send you a very sincere Thank you for all the professional support and emotional guidance you have provided. I was emotionally beat up and almost ready to give in on my endeavor of passing the Series 65 and becoming an Investment Advisor Firm. After becoming unemployed and having a tremendous time focusing on the study material, you provided additional months and material access for no additional Fee! You also mentioned I should be able to teach the material and then I’ll be ready for the exam. By the gracious caring and professional sharing of your wisdom, it provided me to find my path to passing the Series 65! The three items that really helped was to Study like I’m going to teach it, memorizing and learn by over studying, and getting plenty of sleep and rest. Thank you to you, your family, and pro team for all you have done. I am very blessed and humbled to have met you all in this challenging time of my life. Happy Holidays, and Have a Safe and Happy New Year!

Michael Jones. Kansas City, MO

I passed the series 65 on my first attempt, thanks to the online quizzes & exams! The instant rationale feedback option really helped me think through the concepts. I highly recommend your testing material!

Ashley

I am so happy to say that took my Series 65 Exam and passed on my first attempt! All thanks must go to Solomon Exam Prep and its materials. I read the Study Guide cover to cover 3 times, took notes and took what felt like endless practice quizzes, but I must say that I found the practice questions more difficult than the actual exam! I cannot recommend Solomon Exam Prep enough!

Kevin Blanchard, Meche and Associates. Breaux Bridge, LA

The audio book was fantastic, and I passed the Series 65 on my first attempt. Thank you!

Steve O'Dell, Merrill Lynch, Westchester, NY

Very good material and well planned to help you pass the first time (Series 65). The audio tape structure is easy to listen to along with the reading material. Clear and to the point. Nothing dry about your material. Thank you. Highly recommend.

Carlos Acosta, GoldBox Wealth, San Antonio, TX

Within a few months, I passed the SIE, Series 7, 63, 65, & 79 exams all on the first try using Solomon Exam Prep. This material will prepare you for the actual exam. I will say in many instances the practice exams are more difficult than the actual exam. Solomon and the various tracking metrics will more than help you prepare for the rigors of exam day. I highly recommend the practice exams and ability to dive back in to review weak areas. I will continue to use their products and services in the future.

Andrew Ezzat, Bank of America. Tampa, FL.