年底了，Roth conversion 的要注意了！！别踩坑喔！ IRA Conversion 有 Pro Rata 规则，那么公司的退休金呢？ 什么情况下没有Pro-Rata呢？ ****** 欢迎大家继续订阅《潘老师小课堂》，退休生活有保障！ 想了解更详细的内容，或者有任何有关退休，年金，人寿保险，医疗保险，税务规划等等方面的，可以跟我们联系： email：panfinancialinc@gmail.com 微信：pan-financial-inc 往期其他节目： 第 9 期: 退休或离职后公司退休金，401(k)/403 B 怎么投资怎么管理比较好？ 第3期: Roth IRA Backdoor & Conversion; 什么情况下IRA可以抵税；Conversion注意的税务问题; 第2期: 退休省税 Roth IRA: 为什么要Roth IRA? 能放多少? 什么时候领钱没有罚款? 第1期: 退休省税 Traditional IRA: IRA 什么情况下出现的? 可以省现在的税吗? 什么时候取钱没有罚款? 有RMD吗? ... ( read more )
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Timothy Sumer is a philanthropist and motivational speaker empowering young entrepreneurs across the nation. He speaks on starting new businesses and the importance of branding in the digital age. Timothy Sumer has a BA in Accounting from NYU and a Masters in Information Technology from MIT. Tim enjoys traveling around the globe, driving exotic sports cars, molecular gastronomy, exploring new cultures, and keeping on top of the latest technology trends. Hope you enjoy Timothy Sumer's page :)