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内容由Alec Kelso and The Real Money Pros提供。所有播客内容(包括剧集、图形和播客描述)均由 Alec Kelso and The Real Money Pros 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
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Tipping Culture, Opportunity Zones, & Minimizing Taxes (8/17/2024)

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Manage episode 435086497 series 3083349
内容由Alec Kelso and The Real Money Pros提供。所有播客内容(包括剧集、图形和播客描述)均由 Alec Kelso and The Real Money Pros 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

How much do you tip the waiter when they ask? On Saturday, we dove into the complexities of taxation for tipped employees, exploring whether tips should be taxed and how it impacts Social Security, FICA, and eligibility for tax credits and public assistance. We also discuss the potential benefits of investing in Opportunity Zones, areas designated for economic development that offer unique tax advantages for those looking to revitalize communities.

Our conversation then shifts to wealth-building strategies, unpacking how the wealthy leverage tools like Delaware Statutory Trusts (DSTs), Opportunity Zones, and 1031 exchanges to grow their wealth while minimizing taxes. Finally, we offer financial planning advice for young adults, focusing on the importance of starting early with a Roth IRA, building strong savings habits, and the value of mentorship in financial literacy.

Listen, Watch, Subscribe, Ask!

https://www.therealmoneypros.com

Hosts:

Brian Wiley

Alexandra Lundgren

—————————————————————

SPONSORS:

Guild Mortgage:

https://guildmortgage.com

Ataraxis PEO

https://ataraxispeo.com

Tree City Advisors of Apollon:

https://www.treecityadvisors.com

Apollon Wealth Management:

https://apollonwealthmanagement.com/

Formations:

https://get.formationscorp.com/real-money-pros

—————————————————————

  continue reading

100集单集

Artwork
icon分享
 
Manage episode 435086497 series 3083349
内容由Alec Kelso and The Real Money Pros提供。所有播客内容(包括剧集、图形和播客描述)均由 Alec Kelso and The Real Money Pros 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

How much do you tip the waiter when they ask? On Saturday, we dove into the complexities of taxation for tipped employees, exploring whether tips should be taxed and how it impacts Social Security, FICA, and eligibility for tax credits and public assistance. We also discuss the potential benefits of investing in Opportunity Zones, areas designated for economic development that offer unique tax advantages for those looking to revitalize communities.

Our conversation then shifts to wealth-building strategies, unpacking how the wealthy leverage tools like Delaware Statutory Trusts (DSTs), Opportunity Zones, and 1031 exchanges to grow their wealth while minimizing taxes. Finally, we offer financial planning advice for young adults, focusing on the importance of starting early with a Roth IRA, building strong savings habits, and the value of mentorship in financial literacy.

Listen, Watch, Subscribe, Ask!

https://www.therealmoneypros.com

Hosts:

Brian Wiley

Alexandra Lundgren

—————————————————————

SPONSORS:

Guild Mortgage:

https://guildmortgage.com

Ataraxis PEO

https://ataraxispeo.com

Tree City Advisors of Apollon:

https://www.treecityadvisors.com

Apollon Wealth Management:

https://apollonwealthmanagement.com/

Formations:

https://get.formationscorp.com/real-money-pros

—————————————————————

  continue reading

100集单集

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