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Understanding Modified Adjusted Gross Income (MAGI): A Comprehensive Overview

Explanation of MAGI, or Modified Adjusted Gross Income. There are various definitions of MAGI used throughout the U.S. tax code. This video discusses the six you're most likely to come across in retirement planning : 👉 MAGI for deductibility of traditional IRA contributions 👉 MAGI for eligibility of making Roth IRA contributions 👉 MAGI for Medicare premium surcharges known as IRMAA 👉 MAGI for ACA premium tax credit eligibility 👉 MAGI for the Net Investment Income Tax, or NIIT 👉 Provisional Income (not really a MAGI...) for determining how much of your Social Security benefits may be federally taxable Links in this video: retirement planning Insights - Taxes in Retirement - ​ #MAGI #ModifiedAdjustedGrossIncome #TaxPlanning DISCLAIMER: This video is only helpful hints and education. It is not specific tax, legal or investment advice. Before considering acting on anything you see in this video, first consult with your tax, legal or investment advisor. While the

The Stock Market is Not Performing Well This Year - Perfect Timing for a Backdoor IRA

今年股市不好,正适合做backdoor IRA ******************************************************************************************* 大家好!欢迎通过如下链接加入会员“谈钱也谈情”(Money & Life):会员福利包括会员专属视频、频道更新等等。谢谢大家的支持和鼓励! 如果您想“和我一起来谈钱”,欢迎写电邮到 AskWei@chattymoney.com 来信请在标题注明“访谈”。正文内容请大致介绍您在哪方面有心得体会/经验教训/投资机会/理财历程,或其它一切跟钱有关系的有趣有料的话题。嘉宾不限纽约,我们可以远程face-time/电话会议等等。谢谢! 如果您想帮我把频道做的更好,欢迎点击如下链接打赏/One time Donation - Thank you! Get free stock(s) from Webull (zero commission on stock and option trading; IRA accounts and more) by opening an account and depositing any amount today. Account opening Link: 美股券商微牛:在中国也可以交易美股!除中国、美国用户之外,还支持马来西亚、菲律宾、印度的用户。开户并入金 (无佣金股票、期权交易;IRA账户;中英文界面) 就可获免费股票(仅限美国用户)。不管你用不用,可以先拿了免费股票再说!开户链接: 推荐书目清单/Reading List ... ( read more ) LEARN MORE ABOUT: IRA Accounts CONVERT IRA TO GOLD: Gold IRA Account CONVERT IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA This Year's Stock Market Woes Make It a Perfect Time for Backdoor IRA As the year prog

第225期:Roth IRA提取资金需等待5年吗?如何处理通过backdoor转入的资金?解题挑战,答对请举手(下)

第225期:Roth IRA取钱到底要不要等够5年?Roth里面有backdoor转过来的钱怎么办?给你出道题,做对的请举手(下) 往期相关视频链接: 第224期:Roth IRA取钱到底要不要等够5年?什么情况要交税和罚金?CARES法案有什么变化? 第223期:今年要做Roth IRA conversion/Backdoor IRA?你要知道的几个陷阱 第61期:什么是 Backdoor Roth IRA? (Roth Rollover; Conversion; Transfer) 上期 第133期:Backdoor IRA 下期:Backdoor IRA 会不会被双税?Backdoor IRA的计算及税务筹划 第132期:Roth IRA 取钱规则:到底要不要等够5年?腾出时间回复网友评论 相关链接: 关于Roth IRA取钱的税务问题和8606表: CAREs 法案IRS的相关Q&A ***************************************************************************************************** 大家好!欢迎通过如下链接加入会员“谈钱也谈情”(Money & Life):会员福利包括会员专属视频、频道更新等等。谢谢大家的支持和鼓励! 如果您想“和我一起来谈钱”,欢迎写电邮到 AskWei@chattymoney.com 来信请在标题注明“访谈”。正文内容请大致介绍您在哪方面有心得体会/经验教训/投资机会/理财历程,或其它一切跟钱有关系的有趣有料的话题。嘉宾不限纽约,我们可以远程face-time/电话会议等等。谢谢! 如果您想帮我把频道做的更好,欢迎点击如下链接打赏/One time Donation - Thank you! Get a free stock from Webull (zero commission on stock and option trading; IRA accounts and more) by opening an account and depositing any amount today. Account opening Link: 美股券商微牛:在中国也可以交易美股

315th Edition: Mega Backdoor IRA Strategy - Depositing $66,000 per Year into Your 401K. If You Haven't Tried It, Now's the Time to Learn How! Who Can Participate? What Are the Restrictions?

Mega Backdoor IRA来啦!什么是Mega Backdoor,怎么运作?有什么限制?和普通Backdoor操作有什么区别? 关于Backdoor IRA 的相关视频: ***************************************************************************************************** 大家好!欢迎通过如下链接加入会员“谈钱也谈情”(Money & Life):会员福利包括会员专属视频、频道更新等等。谢谢大家的支持和鼓励! 如果您想“和我一起来谈钱”,欢迎写电邮到 AskWei@chattymoney.com 来信请在标题注明“访谈”。正文内容请大致介绍您在哪方面有心得体会/经验教训/投资机会/理财历程,或其它一切跟钱有关系的有趣有料的话题。嘉宾不限纽约,我们可以远程face-time/电话会议等等。谢谢! 如果您想帮我把频道做的更好,欢迎点击如下链接打赏/One time Donation - Thank you! ... ( read more ) LEARN MORE ABOUT: IRA Accounts CONVERT IRA TO GOLD: Gold IRA Account CONVERT IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA The 315th issue of the magazine is all about the Mega Backdoor IRA. For those who haven't heard of it, this strategy allows individuals to contribute up to $66,000 a year into their 401k plan . If you haven't used this technique before, keep reading. First of all, who can use this strategy? Anyone who has a 401k plan that a

Do Roth conversions affect my ability to make Roth IRA contributions?

Explanation of how Roth conversions impact your income and whether they affect your eligibility to make Roth IRA contributions To see the formula for calculating the Modified Adjusted Gross Income (for the 2021 tax year), look at page 39 of IRS Publication 590-A - To listen to my podcast, " retirement planning Education" - To join my Facebook group, "Taxes in Retirement" - To subscribe to my newsletter, " retirement planning Insights" - #RothConversions #RothIRA #MAGI DISCLAIMER: This video is only helpful hints and education. It is not specific tax, legal or investment advice. Before considering acting on anything you see in this video, first consult with your tax, legal or investment advisor. While the information expressed in this video is believed to be accurate, neither Andy Panko, CFP®, RICP®, EA nor Tenon Financial LLC make any guarantees to its accuracy.... ( read more ) LEARN MORE ABOUT: IRA Accounts TRANSFER IRA

Can I still make an IRA or Roth IRA contribution for 2022?

Explanation of the the deadline for making 2022 IRA or Roth IRA contributions. Spoiler alert: it's April 18, 2023 IRS summary of Modified Adjusted Gross Income limits for deducting 2022 traditional IRA contributions - To listen to the retirement planning Education podcast, join the retirement planning Education Facebook group or download lots of free retirement planning Education material - #IRA #RothIRA #Investing DISCLAIMER: This video is only helpful hints and education. It is not specific tax, legal or investment advice. Before considering acting on anything you see in this video, first consult with your tax, legal or investment advisor. While the information expressed in this video is believed to be accurate, neither Andy Panko, CFP®, RICP®, EA nor Andy Panko EMC LLC make any representations to its accuracy.... ( read more ) LEARN MORE ABOUT: IRA Accounts INVESTING IN A GOLD IRA: Gold IRA Account INVESTING IN A SILVER IRA: Silver IRA Account

第238期: 报税季来临,如何用 TurboTax 处理 Backdoor IRA

报税季来临,如何用 TurboTax 处理 Backdoor IRA 查看各州2020年报税截止日期: ***************************************************************************************************** 大家好!欢迎通过如下链接加入会员“谈钱也谈情”(Money & Life):会员福利包括会员专属视频、频道更新等等。谢谢大家的支持和鼓励! 如果您想“和我一起来谈钱”,欢迎写电邮到 AskWei@chattymoney.com 来信请在标题注明“访谈”。正文内容请大致介绍您在哪方面有心得体会/经验教训/投资机会/理财历程,或其它一切跟钱有关系的有趣有料的话题。嘉宾不限纽约,我们可以远程face-time/电话会议等等。谢谢! 如果您想帮我把频道做的更好,欢迎点击如下链接打赏/One time Donation - Thank you! Get free stock(s) from Webull (zero commission on stock and option trading; IRA accounts and more) by opening an account and depositing any amount today. Account opening Link: 美股券商微牛:在中国也可以交易美股!除中国、美国用户之外,还支持马来西亚、菲律宾、印度的用户。开户并入金 (无佣金股票、期权交易;IRA账户;中英文界面) 就可获免费股票(仅限美国用户)。不管你用不用,可以先拿了免费股票再说!开户链接: 推荐书目清单/Reading List ... ( read more ) LEARN MORE ABOUT: IRA Accounts CONVERT IRA TO GOLD: Gold IRA Account CONVERT IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA https://inflationprotection.org/%e7%ac%ac238%e6%9