Tax Efficient Investing: Top Strategies To Minimize Taxes NOW

Рет қаралды 8,398

Күн бұрын

Пікірлер: 32

@oceanwaves3139 2 ай бұрын

I have watched many videos on this subject; getting same info; but yours is ranked high up there for me. I like the way you presented the video; clear demo; good pace; you went over each subject cleanly; not repeating info in the same segment; thus I was captivated more; you articulated clearly. Nice-not-boring video. Thanks for making.

@CharlotteNoah3 2 ай бұрын

Tax laws can be so complex, and it’s super helpful to break them down like this. Understanding how different policies can impact our finances is crucial for making informed decisions.

@HenryLucask5l 2 ай бұрын

Making profitable investments during this time of political change can be risky without that insight. For me, working with an adviser is the best first step to navigate these complexities and make informed choices.

@TheodoreMateo3h 2 ай бұрын

I think having an investment advisor is the way to go. I've been with one because I lack the expertise for the market. I made over $490K during the recent dip, highlighting that there's more to the market than we average folks know.

@CharlesLiamh1p 2 ай бұрын

Hmmm this is quite interesting, Please can you leave the info of your investment advisor here? I’m in dire need for one.

@TheodoreMateo3h 2 ай бұрын

Nicole Anastasia Plumlee can't divulge much. Most likely, the internet should have her basic info, you can research if you like.

@CharlesLiamh1p 2 ай бұрын

I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get.

@jamescrenshaw5097 15 күн бұрын

I second, third & fourth all the comments praising your presentation style, and as a CPA, I like your approach to tax planning, relevant to many people. I would have inserted a definition of qualified dividends when you touched on that

@jhovudu11 8 ай бұрын

Great information, explained very clearly and concisely. Bravo! Fantastic channel.

@mycpacoach 8 ай бұрын

Thank you!

@JesusRodriguez-ru3ui 8 ай бұрын

Impressive video, Goodjob. Love the systematic approach!

@mycpacoach 8 ай бұрын

Glad you found it helpful!

@1rocknroy 8 ай бұрын

After seeing about 10 of your videos I notice your name is Sherman. Hi Sherman, your presentations are always great. High School students should be informed very clearly the benefits of the ROTH account. I found out too late so I only have about 30k in mine. BUT! it yields more than all my other accounts. hallelujah !

@mycpacoach 8 ай бұрын

Thank you! I agree that all of this should be taught in school. And that's great!

@beehappycoleman7159 3 ай бұрын

Thank you! Think I’ll be giving your office a call. The way you lay out your videos and teach makes it easy for people to follow along.

@StrategicMom 2 ай бұрын

You are taking me to school. So helpful! Thank you sooooo much!

@furbabies2921 8 ай бұрын

Sir, you are a great teacher! Your videos are edifying.

@mycpacoach 8 ай бұрын

Thank you! 🙏🏽

@tchoff99 8 ай бұрын

That was a great video! A lot of information was put out and this sparks so many ideas. Would it be possible to spin off a few more videos covering each of the point you have summarized?

@mycpacoach 8 ай бұрын

That’s a great idea! I’ll create some follow-ups to add to the queue.

@alcideking9500 8 ай бұрын

Great session

@mycpacoach 8 ай бұрын

Thank you!

@ladycoder2095 5 ай бұрын

Great video Sherman. One question I have is would it be advantageous to invest in state municipal bonds in the state we are living in which are mostly Federal and State Tax income free? Thanks a lot !

@mycpacoach 5 ай бұрын

Thank you! Overall, the tax benefits would be less advantageous if no tax applies by default. By the way, what state are you in?

@ladycoder2095 5 ай бұрын

@@mycpacoach , thanks, in Texas 😀