Video

Super clear, thanks!

I believe the retirement crisis will get even worse. Many struggle to save due to low wages, rising prices, and exorbitant rents. With homeownership becoming unattainable for middle-class Americans, they may not have a home to rely on for retirement either.

what happens to options if there is a split off? willl they be adj or exchanged?

Can you provide the link to the video that speaks on the Benefits of a 529 Plan?

Is the Florida Prepaid College Fund good to get?

Is the 529 Plan valid for Trade School? I live in Florida and my child will be graduating in May 2028.

Thanks

Great explanations!

How to I learn about the investment options within the 529? We would be contributing 100-200$ a month

great explanation! thank you!

Thanks for the textbook and straight to the point information. You educated me today thanks 😄

Awesome thank you 🙏🏻

Appreciate!

this sucks. whats a vendor?

Hello and thank you. Very interesting information yet I am confused. I am a fine artist, my studio is in Los Angeles. Collectors buy from me here and sometimes I have my framer ship to the costumers, they are in LA too. This is terrible news, I had an accountant and H&R Block who I hire using their small business services. I just got mail from Biz Tax Renewal that I am delinquent. He never paid it or helped me to do so. I gave him then original copy. So I need to pay Interest and penalties. I can't figure it out. Geeeez.

Thank you for explaining that!, helped with CPA prep.

interesting conversation thanks

Can you load up a Roth with non-qual'd dividend stocks? I'm thinking about keeping all my REIT's and JEPI's on the Roth side.

Fantastic video - thank you!

Should there be a positive balance [ tax liability for the year was less than amount paid into AB150] what happens to it? Can you advise on any use and time limitations? Thank you.

Hello. Once we get a completed W-9, how do we confirm the information?…can we upload the information to the IRS or how do we validate that it is correct & not a fake Social Security number or other incorrect/mistaken information?

Thank you! It cleared things up!

Can I withdraw my contributions without penalty? Note: not my earnings, just my contributions.

Thanks for this!

so helpful!

I loved this video! Helped me out alot

Question - can a corporation distribute qualified dividends and retain profit in the company to reinvest in the business? or is it distribute all or nothing?

Thank you for this informative video. My question is regarding what an insurance agent told me. Is it true that insurance companies will drop you (nobody wanting to insure you) if you have had only 2 past claims? I wondered about this, because what if one claim was an accident like something weather related and another one a burglary etc.... that can very well happen to anyone.

why does 1099-Q - Box 2 Earnings ? shows amount figure and Are they taxable ?

The holding period requirement to make a qualified dividend is unnecessary: the Form 1099 given to you by your brokerage at will classify all your dividends as Qualfied at the end of the year, whether you held for 61+days or not

Love the content

Good educational materials on W2 & RSU

I received a 1099 in my name and a relative's name. All of the proceeds were wired to me but we split the proceeds once I received them. Do we both claim the full amount of the proceeds since that is what is listed on the 1099 under my SS# or can we split the proceeds since that is what actually happened?

Nicely done!

What's a 1099 State vs 1099 Federal?

Great video, thank you.

It’s amazing how much these are taxed. I feel like RSUs should be capital gains so employees can get the same benefits as “real” equity holders.

ACap will not respond to comments seeking tax or financial advice. Please consult a CPA or CFP who is familiar with your individual circumstances.

ACap will not respond to comments seeking tax or financial advice. Please consult a CPA or CFP who is familiar with your individual circumstances.

The background music is disturbing. Please have only your voice

Thank you

Thank you!

ACap will not respond to comments seeking tax or financial advice. Please consult a CPA or CFP who is familiar with your individual circumstances.

Last example talking about basis in IRA and gains… why does the basis and gains matter in an IRA when all is income taxable? Missing something? Thanks

Remember however. You can always take out your contributions tax free, no penalties. So if your kid doesn't go to school, you can at least get back your contributions.

thank you so much for this!! just moved to LA this year and had no idea what this was about.

Very informative. Thanks for the info

couldn't you technically get the kids to sign power of attorney over to you at 18 anyway and maintain control over the account?

Thank you, Ara, for one of the cleanest, most concise webinars I have attended. The Backdoor Roth and the Pro-Rata Rule can be a little unclear if you are not paying close attention, but your presentation left little to question. I followed up with you relative to a client's specific set of circumstances, and you were quite gracious in offering some additional advice that opened up a few options to them. Many thanks for your kindness and this wonderful tutorial.

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