Imposed on transfers to individuals two or more generations younger, with specific rules for direct skips and taxable terminations. -- Open Exam Prep Podcast. More Exam Prep Content Visit: <a href="https://open-exam-prep.com/" rel="noopener noreferrer" target="_blank">https://open-exam-prep.com/</a>

Imposed on transfers to individuals two or more generations younger, with specific rules for direct skips and taxable terminations. -- Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/

Imposed on transfers to individuals two or more generations younger, with specific rules for direct skips and taxable terminations. -- Open Exam Prep Podcast. More Exam Prep Content Visit: <a href="https://open-exam-prep.com/" rel="noopener noreferrer">https://open-exam-prep.com/</a>

[Estate Planning] 17, Generation Skipping Transfer Tax (GSTT)

Open Exam Prep: Mastering Financial Exams

The path to becoming a certified financial professional is known for its difficulty, and finding high-quality, accessible study material shouldn't be the hardest part.

Created by Ran Chen—an AI application enthusiast, Financial Advisor, and holder of the EA (Tax), Life Insurance, Series 6/63/65, and CFP® designations—this podcast was born from personal experience. Having navigated these challenging exams himself, Ran realized the need for better resources and created Open Exam Prep as a free solution for aspiring professionals.

Each episode breaks down complex major exam topics into clear, digestible lessons, covering everything from tax planning and estate strategies to retirement solutions and investment principles. Whether you’re studying during your commute, workout, or downtime, we are here to guide you—one question, one topic, one victory at a time.

Visit for more content: https://open-exam-prep.com/

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Open Exam Prep: Mastering Financial Exams The path to becoming a certified financial professional is known for its difficulty, and finding high-quality, accessible study material shouldn't be the hardest part. Created by Ran Chen—an AI application enthusiast, Financial Advisor, and holder of the EA (Tax), Life Insurance, Series 6/63/65, and CFP® designations—this podcast was born from personal experience. Having navigated these challenging exams himself, Ran realized the need for better resources and created Open Exam Prep as a free solution for aspiring professionals. Each episode breaks down complex major exam topics into clear, digestible lessons, covering everything from tax planning and estate strategies to retirement solutions and investment principles. Whether you’re studying during your commute, workout, or downtime, we are here to guide you—one question, one topic, one victory at a time. Visit for more content: https://open-exam-prep.com/

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[Estate Planning] 17, Generation Skipping Transfer Tax (GSTT)

[Estate Planning] 17, Generation Skipping Transfer Tax (GSTT)

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