Tax Efficient Investing: Top Strategies To Minimize Taxes NOW

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  • Опубліковано 2 жов 2024

КОМЕНТАРІ • 24

  • @JesusRodriguez-ru3ui
    @JesusRodriguez-ru3ui 5 місяців тому +4

    Impressive video, Goodjob. Love the systematic approach!

    • @mycpacoach
      @mycpacoach  5 місяців тому

      Glad you found it helpful!

  • @1rocknroy
    @1rocknroy 4 місяці тому +3

    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
      @mycpacoach  4 місяці тому +1

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

  • @jhovudu11
    @jhovudu11 4 місяці тому +2

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

  • @TheBrightFuture30Channel
    @TheBrightFuture30Channel Місяць тому

    Very systematic and easy to follow along. Thank you for the valuable information.

  • @beehappycoleman7159
    @beehappycoleman7159 9 днів тому

    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.

  • @armydgp
    @armydgp 4 місяці тому

    If you’re part of an investment group and they charge a monthly percentage of profits for commission, can you write that cost off?

  • @newsjohnson
    @newsjohnson 5 місяців тому +2

    Dude who edits your videos?

    • @mycpacoach
      @mycpacoach  4 місяці тому

      I have a great in-house editor.

  • @tchoff99
    @tchoff99 4 місяці тому

    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
      @mycpacoach  4 місяці тому

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

  • @furbabies2921
    @furbabies2921 5 місяців тому +1

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

  • @ladycoder2095
    @ladycoder2095 2 місяці тому

    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
      @mycpacoach  2 місяці тому +1

      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
      @ladycoder2095 2 місяці тому

      @@mycpacoach , thanks, in Texas 😀

  • @PYTU
    @PYTU 5 місяців тому

    10:22 if you didn't work or have any income other than interest from MMA under 100.00 are you required to file taxes?

    • @mycpacoach
      @mycpacoach  4 місяці тому +1

      Potentially not. Here's an in-depth guide: www.irs.gov/newsroom/who-needs-to-file-a-tax-return

  • @PYTU
    @PYTU 5 місяців тому

    What are the top 6 stocks to invest on no matter what the marketing is doing?

    • @mycpacoach
      @mycpacoach  5 місяців тому +1

      Personally, I just buy index funds that track the entire market as opposed individual stocks.

  • @alcideking9500
    @alcideking9500 5 місяців тому

    Great session