搞懂退休金,看这一篇就够了
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经常有小伙伴在后台问:
到底怎么弄backdoor Roth IRA呀?8606表格到底怎么填啊?
Backdoor Roth and Mega Backdoor Roth有什么不同啊?
我公司的401k到底好不好啊?我该不该放啊?
离开公司后,我之前的401k该怎么弄啊? 是不是要转出来到IRA啊?
如果我工作之外还有个side job,我可不可以放多份401k?
到底怎么把公司给的401k的benefit全部拿到啊?
如果你也有这些疑问,吃瓜哥给你推荐两个讲座。如果能认真听完,对于退休金知识的掌握,应该就是专业选手水平了。
401(k) plan’s tax optimization strategies
Topic:
Different types of 401(k) plans, e.g., Pre-tax, Roth, After-tax The tax treatment and optimization strategies of different 401K plans Mega-backdoor 401k and related tax forms 401k conversion, rollover and recharacterization How do you make the most out of your 401(k) plan
Date & Time: Wednesday May 3rd, 2023, 3pm-4pm Eastern Time (12pm-1pm PT)
Individual Retirement Account (IRA) Tax Optimization Strategies
Topics:
Types of IRA The different tax impacts of each IRA plan Strategies for best utilizing IRA plans with tax efficiency
Date & Time:
Wednesday, May 10th, 2023, 3:00 PM – 4:00 PM Eastern Time (12:00 PM – 1:00 PM PT)
声明:本公众号竭力确保所提供的信息准确无误,但不保证此类信息的准确性、完整性和时效性。本公众号所提供的所有信息和相关产品,不论是何种性质,都不应视为在建议、诱导或鼓励公众买卖任何股份、股票期权、相似金融产品或其他任何金融工具。不论用户如何使用本公众号提供的信息和相关产品,或是根据这些信息做出了有关买卖股份、股票期权和其他相似金融产品的何种决定,用户必须独自承担责任。本公众号提供的任何信息均不构成针对个人的投资建议,也不构成任何法律、会计、税务或其他专业建议。本文部分图片来自网络。文字版权属于作者,未经许可,请勿转载!谢谢合作。
The content here is provided as general information only and should not be construed as a recommendation to buy or sell any security or financial instrument or to participate in any particular trading or investment strategy. All material presented herein is believed to be reliable but we make no representation as to or accepts any responsibility or liability for, the accuracy or completeness of the information contained herein or any decision made or action taken by you or any third party in reliance upon the data. The investments discussed here may be unsuitable for some investors depending on their investment objectives and financial position. PAST PERFORMANCE DOES NOT GUARANTEE FUTURE RESULTS
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版权声明:以上内容为用户推荐收藏至CareerEngine平台,其内容(含文字、图片、视频、音频等)及知识版权均属用户或用户转发自的第三方网站,如涉嫌侵权,请通知[email protected]进行信息删除。如需查看信息来源,请点击“查看原文”。如需洽谈其它事宜,请联系[email protected]。