Latest / The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Oil and Gas Royalty Trusts for Income
Lucas and Luna explore why high-net-worth families are turning to oil and gas royalty trusts for tax-advantaged income in a low-yield environment. They break down the mechanics of a specific trust—Permian Basin Royalty Trust—and how its depletion allowance can shield up to 85% of distributions from current taxes. The hosts discuss the trade-offs: price volatility, reserve depletion risk, and why this isn't a set-and-forget asset. A practical look at a niche strategy for portfolio income diversification.
#OilAndGasRoyaltyTrusts #PermianBasinRoyaltyTrust #DepletionAllowance…
The skinny
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