| 1 | Avoiding the 3.8% Net Investment Income Tax 2021-06-18 |
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| 2 | Exceptions to the 10% Early Withdrawal Penalty For IRAs - IMPEACHEDD 2021-06-18 |
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| 3 | Qualified Opportunity Zone With Examples 2021-06-18 |
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| 4 | Alternative Minimum Tax (AMT) Credit Examples 2021-06-18 |
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| 5 | What is Alternative Minimum Tax (AMT) 2021-06-18 |
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| 6 | What is the 3.8% Net Investment Income Tax (NIIT) 2021-06-18 |
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| 7 | What is Net Unrealized Appreciation (NUA) 2021-06-18 |
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| 8 | Restricted Stock Units (RSUs) Comprehensive Guide 2021-06-18 |
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| 9 | Restricted Stock Comprehensive Guide 2021-06-18 |
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| 10 | Tax-Loss Harvesting & Tax-Gain Harvesting 2021-06-18 |
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Your Trusted Advisor with Tan Phan, MSFP, CFP®
Tan Phan is an independent CERTIFIED FINANCIAL PLANNER™ practitioner based in the San Francisco Bay Area. Subjects he covers in the podcast are: Tax Planning, Retirement, Estate Planning, Retirement Income Planning, Behavioral Finance, Retirement Income and Distribution Strategies, 529 Plans, Social Security, Investment Management, Insurance, Portfolio Construction, Financial Planning. You can watch educational videos at www.tanphan.com
