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URL:https://www.learndesk.us/class/6247818232594432/lesson/751be88afbb56b6bcf051a6008c3746c?ref=outlook-calendar
SUMMARY:Unit 4 - Dealing with Uncle Sam
DTSTART;TZID=America/Los_Angeles:20260405T190000
DTEND;TZID=America/Los_Angeles:20260405T200000
LOCATION:https://www.learndesk.us/class/6247818232594432/lesson/751be88afbb56b6bcf051a6008c3746c?ref=outlook-calendar
DESCRIPTION: 

You know he isn’t your real uncle, right?

Tax breaks for those who employ the strategies to take advantage of them
Unnecessarily pay more in taxes than required
Decisions today, lead to greater taxation in the future
Tax preparer vs. tax planner

Tax historian or tax visionary
Understand the implications of deferring taxes today vs. tomorrow
Example: Roth conversion might bring future savings that could pass on to heirs too.




Financial Yoga and Pilates…Should I stretch?

Stretching the power of compounding across another generation; numbers can be mind-boggling
Inheriting an IRA, take the money all at once, in a lump sum or series of payments?

Required to take distributions 1 year after the death
Roth IRA, money tax-free
Traditional IRA, tax on the money as it comes out




It’s not what you make, it’s what you keep!

Laws are constantly changing: income levels, calculations, etc.
Taxes aren’t going away
Bracket Creep
Not a given: Standard and itemized deductions get...

https://www.learndesk.us/class/6247818232594432/lesson/751be88afbb56b6bcf051a6008c3746c?ref=outlook-calendar
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