Скачать с ютуб Tackle Your Taxes - S6 | E15 в хорошем качестве

Tackle Your Taxes - S6 | E15

Like most everything else in 2020, taxes are a little different this year. It is essential that you understand the short-term and long-term rules and regulations that guide how much you will pay to Uncle Sam. Financial professionals Joe Anderson and Alan Clopine guide you through the ins-and-outs of the changes in the tax acts and give you the tools and strategies to help limit your tax bill. Pure Financial Advisors' Senior Financial Planner Peter Keller, CFP®, AIF® joins the duo to discuss the benefits of charitable strategies such as a donor-advised fund (DAF) and a qualified charitable distribution (QCD). Important Points: (00:45) – Taxes and Tax Planning (01:35) – Tackle Your Taxes in 2020 -What’s New? -How the Tax Bracket’s Work -Money-Saving Strategies -Last-Minute Opportunities (02:29) – The SECURE Act (03:40) – Elimination of Stretch IRA (05:40) – The CARES Act -Coronavirus Related Distribution (CRD) (09:30) – Taxable Income (11:05) – Roth IRA Conversion (13:00) – Charitable Giving Strategies -Donor-Advised Fund -Qualified Charitable Distribution (17:40) – Last-Minute Tax Strategies for 2020 (20:25) – Ask the Experts (23:14) – Pure Takeaway: Tackle Your Taxes -What’s New -Maximizing Brackets with Roth Conversions -Smart Ways to Give to Charity -Last-Minutes Strategies Schedule a free assessment with one of our experienced financial professionals: http://bit.ly/PureAssessment Subscribe to our YouTube channel and stay tuned for the next episode of the Your Money, Your Wealth® TV show: http://bit.ly/YMYW-YouTube Subscribe to the YourMoney, Your Wealth® podcast: https://link.chtbl.com/ymyw?sid=y IMPORTANT DISCLOSURES: • Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, Inc. A Registered Investment Advisor. • Pure Financial Advisors Inc. does not offer tax or legal advice. Consult with their tax advisor or attorney regarding specific situations. • Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. • Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. • All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. As rules and regulations change, content may become outdated. • Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors.